Edward Felton

Edward C. Felton, Jr., CFA

Head Trader

Ted joined Woodstock in 1968 and has served in a variety of roles over the years, including as a portfolio manager, analyst and trader, along with additional administrative functions. His current focus involves the securities trading indigenous to Woodstock, including stocks and treasury/agency, and corporate and municipal bonds.

Prior to joining Woodstock, Ted was an assistant to the investment vice president for Boston Insurance Company. He graduated from Denison University with a BA in Economics and subsequently obtained his MBA in Finance from the Wharton School of the University of Pennsylvania. Ted is a member of the Security Analysts Association for Investment Management and Research, and holds a Chartered Financial Analyst (CFA) designation.