Mr. Teddy Bacote is a seasoned financial services professional launching his career as a financial advisor. As a financial advisor at NobleBridge, Teddy offers financial solutions for high-net worth individuals, families, and businesses based on their investment goals, time horizon, liquidity needs and risk tolerance. Teddy’s goal is take his clients’ vision and translate that into a detailed financial strategy. He currently holds his Series 7 and Series 66 licensing designation.
Teddy began his career as a finance and accounting intern with the City of Charlotte in 2013. Intrigued by the pace and amount of learning involved in the finance world, he then took his talents to Wall Street where he would spend the next 3 years as an analyst for Morgan Stanley. During this time, Teddy served in a number of client-facing roles and was exposed to the bank’s fixed income, equity, repo, and commodity business lines. He helped manage between $3-8 billion a day in collateral activity for multiple clients, maintained a $200 billion dollar client-facing book, and was named a Global Award for Excellence Winner in 2014.
A native of Hampton Roads, Virginia, Teddy graduated Cum Laude from Saint Augustine’s University with a Bachelor’s degree in Accounting. While in school, he was captain and quarterback of the football team, where he went on to break most of the single-season and career passing records. Off the field, Teddy served as Student Rep on his institution’s Board of Trustees, as well as serving as president of the Gamma Omicron chapter of Kappa Alpha Psi Fraternity, Inc.
In his free time, Teddy gives back to the community through his participation in the Big Brother Big Sister of NYC program and the ‘Kicks 4 the City’ shoe drive in New York City and Charlotte. He has also recently launched the 1067 foundation, Inc., which is a non-profit, for-purpose organization aimed at improving the lives of youth in Hampton Roads through scholarship opportunities and financial literacy.