Behind the Brand
We believe in the tenets of Modern Portfolio Theory (MPT) and its implementation through passive and/or evidence-based investment vehicles as the appropriate methodology for structuring our clients’ investment portfolios.
Our investment approach is rooted in the belief that markets are “efficient” and that investors’ returns are determined principally by asset allocation decisions and not through market-timing or stock picking.
Prosperity Path Advisers’ beliefs extend beyond the conventional wisdom of investment management, instead taking a thoughtful approach to your net worth and overall portfolio.
- Navigating Wealth Management with Expertise and Care
- Comprehensive Wealth Management Solutions
- Expert Investment Strategies for Growth
- Building a Lasting Family Legacy
- Strategic Retirement Planning Services
Ted Zamerski, CFA, CPA/PFS, CGMA
Following his graduation from the University of Notre Dame, Ted’s love of Finance flourished alongside his early career at T. Rowe Price Group, Inc., where he spent 11 years in various capacities and was the Controller of several subsidiaries, including T. Rowe Price Investment Services, Inc. (a registered Broker/Dealer). Additional stops included a Registered Investment Adviser firm and a Family Office where he served in various roles, including investment adviser, tax professional, Chief Financial Officer, Chief Compliance Officer, and Director. Ted was also a member of the Investment Committee and Portfolio Management teams.
Ted, a CPA with the PFS Credential, combines the objectivity, integrity, and experience that are the hallmarks of the CPA profession with specialized expertise. To earn his PFS Credential, Ted was required to prove his broad-based knowledge and business experience in core areas including estate planning, investment planning, the personal financial planning process, personal income tax planning, retirement planning, and risk management planning. Qualifying examinations and a commitment to lifelong learning are required to maintain his credentials.
Additionally, Ted has a Master of Business Administration degree and earned the Chartered Financial Analyst® designation, the mark of distinction for investment professionals worldwide. He also holds the AICPA Chartered Global Management Accountant certificate.
The culmination of Ted’s experiences has positioned him well as the Managing Member of Prosperity Path Advisers, LLC, where he is uniquely qualified to help prepare clients financially and guide them through life’s transitions.
