Terry is a Principal and Senior Consultant at Prime Quadrant. He has over 20 years of experience in investment counselling, portfolio management, equity research, project finance and engineering.
Prior to joining Prime Quadrant, Terry was an Investment Counselor at WaterStreet Family Offices. He started his investment management career at Toron Capital Markets (now part of the Cidel Group) where he was a Partner and Head of Equity Research. He then co-headed the investment team and headed portfolio management for UBS’ Wealth Management business in Canada (UBS Investment Management Canada Inc.).
Terry is a member of the CFA Institute as well as the CFA Society Toronto where he has been an active volunteer – having recently completed a term as Chair of the Society’s Private Client Committee. He also teaches candidates preparing to write their Chartered Financial Analyst (CFA) exams.
Terry has a degree in Engineering from McMaster University, is a Professional Engineer (Ontario), has an MBA from the University of Toronto and holds the Chartered Financial Analyst designation. He currently serves on the Investment Committee at The Atmospheric Fund (TAF – formerly Toronto Atmospheric Fund) and is past Chair of the Board of Directors of kids.now – a not-for-profit after school program that mentors grade 7 and 8 kids and gives them tools to make the right choices for healthy, satisfying and productive lives.