Ted Bean’s role at Digital Wealth Partners centers around processes for how clients and advisors work together. His job is making those interactions clearer and more useful from first conversation onward.

He came to wealth management from fintech, having held product and operations roles at Digital Asset Research, Axoni, and Advise Technologies. Those positions covered a lot of ground: product management, client communications, documentation, project management, vendor relationships. The common thread was figuring out how to make complicated systems easier for the people actually using them.

Ted holds a Bachelor of Arts and an MBA from the University at Albany. He lives in New York’s Hudson Valley region with his wife and dog.

Outside of work, he reads, hikes, and works through crossword puzzles. He’s also a New York Mets fan, which requires a certain kind of patience.

Ted grew up watching his parents and grandparents put in hard work every day to build better lives for their families. That example shaped how he approaches his own work at Digital Wealth Partners.