Get involved! Ted Koly ’06, MBA ’08 financial advisor, portfolio manager Morgan Stanley Smith Barney, LLC Stamford, Conn. taher.ted.koly@mssb.com
Ted Koly ’06, MBA ’08, left, consults with senior finance major Andrew Papai on the Student-Managed Portfolio. They are pictured here outside the Terry W. Goodwin ’67 Financial Technology Center.
For Ted Koly ’06, MBA ’08, risk and reward are all
the 2007 event in Houston, and, building on that
on the advisory board for that fund. The students
part of the bigger picture. A financial advisor/port-
experience, went to New York in 2008, where he
spend an entire semester researching the compa-
folio manager for Morgan Stanley Smith Barney in
placed second in the open outcry portion of the
nies in the portfolios and then make a decision
Stamford, Conn., Koly evaluates risk and makes
competition.
whether to keep or trade them.
he manages and for his clients: high net-worth indi-
This past spring, Koly coached a team of five
The students realize that it can be extremely bene-
viduals, endowments and institutions.
Quinnipiac students who participated in the 2011
ficial in getting a job, because of the skills and
decisions on how to allocate funds for the portfolio
competition, held at the New York Mercantile
real-life experience they gain. “If you take the time
“We are always looking for opportunities that make
Exchange. Using simulated trading software and
to invest in it, you will know as much as a research
sense for our clients. Our goal is to get the highest
fictitious accounts, the students traded crude oil
analyst on Wall Street,” Koly said.
return with the least amount of risk,” he said.
and gold futures. Two of the QU competitors took
While he was a graduate student at Quinnipiac,
first and second place honors, and a third placed in
His father, M.S. Koly, is a member of the Quinnipiac
the Top 10, out of 100 students from 58 schools.
Board of Trustees, and was recently elected chair-
Koly took a different type of risk. He heard about
man of the Endowment Committee.
the CME Group Commodities Trading Challenge and
Koly also handles the brokerage account for
thought: “Quinnipiac can win this.” He took part in
Quinnipiac’s Student-Managed Portfolio and is
business.quinnipiac.edu