Profile
Mr. William T.
Parchman, CFA, is a Senior Portfolio Manager & Shareholder at Truepoint, Inc. He creates customized investment strategies for Truepoint clients and oversees the firm’s portfolio management operations.
As a member of Truepoint’s investment committee, he contributes to the research and analysis efforts that drive the firm’s investment approach.
His specialties are investments research, market analysis, performance attribution, portfolio management & rebalancing.
He is a cum laude graduate of the Farmer School of Business at Miami University with a bachelor’s degree in finance.
He also holds the Chartered Financial Analyst designation.
Ted Parchman active positions
| Companies | Position | Start |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Analyst-Equity | 2011-03-31 |
Training of Ted Parchman
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Finance |
- Stock Market
- Insiders
- Ted Parchman
