Theodore Ashworth

CFA
Institutional Planning
Theodore Ashworth
Theodore Ashworth, CFA, is a seasoned financial advisor specializing in institutional planning. With a strong foundation built upon his education at Penn State, Theodore leverages his expertise to guide organizations toward their long-term financial goals. He is adept at developing and implementing sophisticated investment strategies tailored to the unique needs of each institution, navigating complex financial landscapes with precision and insight. Theodore is committed to providing clear, actionable advice, empowering clients to make informed decisions and achieve sustainable growth. In his spare time, Theodore enjoys delving into history as a Civil War reenactor, a pursuit reflecting his dedication to understanding the past to better navigate the future.
💡 Fun Fact: I am a civil war reenactor in my spare time.
Language(s) English
Gender M
Colleges Penn State
Accreditations CFA
Specialty Institutional Planning
Assigned Branch LOC_PA_01