Ted Kallergis
Ted Kallergis serves as Chief Financial Officer at Broad Reach Retail Partners, where he leads the company’s financial strategy, accounting operations, and capital markets activities. He brings over 15 years of finance and commercial real estate experience, with a focus on building financial platforms, structuring transactions, and supporting strategic growth.
Before joining Broad Reach, Ted held leadership roles at Phillips Edison & Company, a public REIT specializing in grocery-anchored shopping centers. During his time there, he helped build the company’s investment management platform, oversaw three institutional portfolios, and led financial planning and strategic transactions. He also served as a Principal at KreditForce LLC, an independent merchant bank. Ted began his career in the Global Real Estate, Lodging, and Leisure Group at UBS Investment Bank, advising institutional clients on mergers, acquisitions, and capital strategies.
Ted holds a Bachelor of Science in Business Administration from Georgetown University, with majors in Finance and Accounting. Outside of work, he enjoys fishing, kayaking, exploring history, particularly shipwrecks and exploration, and spending time with his wife and their growing family.