Experience 24 Years
Terry oversees a team of client service associates who serve GW&K’s key managed accounts relationships. His day to day oversight of client service operations gives him the opportunity to cultivate strong inter-department working relationships as he develops and evaluates workflows with a focus on identifying potential risks to the firm.
Terry joined GW&K as a client service associate and was quickly promoted to assistant relationship manager where he was the main point of contact for clients regarding questions about their portfolios. Prior to joining GW&K, Terry was a senior client service associate in the managed account division at Putnam Investments.
Terry received a BS from Plymouth State University and holds the Series 6, 7, and 63 Licenses with FINRA.
I have the pleasure of working with colleagues throughout the entire organization and no two days are alike; all while helping both clients and advisors achieve their goals. I also find it extremely rewarding to train staff and see them contribute to the organization and grow professionally.
China has ended its Covid restrictions with astonishing speed and the economy is already recovering rapidly. Read Global Strategist Bill Sterling's thoughts on potential opportunities and risks from this major development.Read Article
Taxable Bond Portfolio Manager Stephen Repoff shares what he and his team are seeing in the high yield market, including improved quality, fundamentals, and manageable near-term funding needs.Read Article