Theodore Tu

Partner and Portfolio Manager

Ted brings to CoastEdge over two decades of global investment and risk management experience. Ted previously worked as a Senior Vice President at Lehman Brothers, an Associate for Goldman Sachs and an Associate at Merrill Lynch in New York, London, Hong Kong and Tokyo, specializing in alternative investments and structured products. He was previously a partner at Context Capital Management where he helped build a multi-strategy hedge fund, guiding it from inception to over $1 billion of assets under management. Ted also served as Context’s Risk Manager, overseeing over $3 billion of market positions across major asset classes including equities, fixed income, options, futures, currencies, and swaps.

Ted received a dual Bachelor of Science in Economics and Asian Studies from the University of California, Berkeley, and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP, inactive) designations.