Experience
Makes all the difference
With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individuals' personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.
Terry received his BS in Marketing Management from Siena College. He currently resides in Basking Ridge, NJ with his wife and their four daughters.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Bedminster |
January 2009 - Present |
Citigroup Global Markets |
Financial Advisor |
Morristown |
October 1998 - January 2009 |
Education
- B.A., Business Administration, Siena College
Licenses
- Series 7, General Securities Representive
- Series 63, Uniform Securities State Law
- Series 65, Investment Advisor Representative
- Life, Variable Life, and Health Licensed: CO, NY, NJ
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI