Ted Bean

Ted Bean leads Investment Advisory operations at DAG Wealth, where he focuses on enhancing the end-to-end client and advisor experience and expanding the firm's offerings. He holds a BA and an MBA from the University at Albany and was drawn to DAG Wealth by the chance to help build next-generation, crypto-native investment advisory and wealth management services alongside a team creating innovative digital asset solutions. His prior roles include Director of Product at Digital Asset Research and technical writing positions at Axoni and Advise Technologies, giving him deep experience in product management, operations, process design, project management, and vendor and partner management. A family of strong role models shaped his work ethic, and he connects with clients through problem solving and efficiency improvements. Outside of work he enjoys time with his wife and dog, reading, hiking, crossword puzzles, and the New York Mets. He lives in New York's Hudson Valley region.