Ted Enache

Senior Portfolio Administrator

EnacheTed_800px

ted.enache@aiallc.com
(949) 660-6373

Ted is a Senior Portfolio Administrator with Affinity Investment Advisors, LLC and has over 17 years of experience in the financial services industry.  In his current capacity, he ensures client portfolios are accurately maintained on the firm’s operational systems, he creates and reviews client reporting, supports the investment team and provides trading support.  Additionally, he audits current workflow processes and technology in order to identify opportunities for automation and efficiency enhancements.

Prior to joining Affinity, Ted worked in the Investment department of Sentinel Trust Company as an Implementation Manager performing trade workup, compliance and execution for US equities and call options.  He was also responsible for portfolio monitoring and quarterly rebalancing to various investment models.  Ted also spent six years with Advisory Data Solutions, LLC as a Client Services Manager performing back office services such as detailed reconciliation, performance management, reporting and billing.  Additionally, previous roles include working as a Client Relationship Manager for Empaxis Data Management, LLC and Advent Data Manager – Reporting Specialist for ING Advisors Network.

Ted received a bachelor’s degree in International Business from the California State University, Fullerton.  Ted passed the Series 7 and 66 NASD Exams – however, those licenses have expired.

In his free time, Ted enjoys spending time with his family, golfing, traveling, watching action/sci-fi films, and football.

EnacheTed_800px

Ted is a Senior Portfolio Administrator with Affinity Investment Advisors, LLC and has over 17 years of experience in the financial services industry.  In his current capacity, he ensures client portfolios are accurately maintained on the firm’s operational systems, he creates and reviews client reporting, supports the investment team and provides trading support.  Additionally, he audits current workflow processes and technology in order to identify opportunities for automation and efficiency enhancements.

Prior to joining Affinity, Ted worked in the Investment department of Sentinel Trust Company as an Implementation Manager performing trade workup, compliance and execution for US equities and call options.  He was also responsible for portfolio monitoring and quarterly rebalancing to various investment models.  Ted also spent six years with Advisory Data Solutions, LLC as a Client Services Manager performing back office services such as detailed reconciliation, performance management, reporting and billing.  Additionally, previous roles include working as a Client Relationship Manager for Empaxis Data Management, LLC and Advent Data Manager – Reporting Specialist for ING Advisors Network.

Ted received a bachelor’s degree in International Business from the California State University, Fullerton.  Ted passed the Series 7 and 66 NASD Exams – however, those licenses have expired.

In his free time, Ted enjoys spending time with his family, golfing, traveling, watching action/sci-fi films, and football.

ted.enache@aiallc.com
(949) 660-6373