Terry brings a wide range of experience to our investment management effort. In addition to managing client portfolios, Terry oversees our firm’s compliance program and authors the widely followed CJL Weekly Market Comment.

Prior to CJL, he provided strategic advice to companies in the institutional research and wealth management sectors via his own firm, Gardner Capital. He also held senior positions at ITG Investment Research and New York based Soleil Securities Group. From 2005 until 2008, he served as President of S-2 Research, Inc., a proprietary research firm, and as COO for XTF Global Asset Management, a manager of portfolios of Exchange Traded Funds.

From 1994 until 2005, Terry served in various management and analytical roles at CJ Lawrence Inc., later acquired and renamed Deutsche Bank Securities, Inc., including COO for Deutsche Bank’s Global Equities Research Division.

He began his research management career in 2000 when he was appointed Associate Director of North American Equity Research.  Prior to that, Terry was an Equity Research Analyst covering the Transportation sector. He began his Wall Street career at Alex. Brown and Sons, Inc. as an Associate Research Analyst covering transportation and logistics companies.

From 1988 to 1993, he served as an officer in the United States Marine Corps.  Terry is a graduate of St. Lawrence University with a B.A. in Economics.  He serves as a Director on the Marine Corps Toys for Tots Foundation Board and the LI Event Board for the Marine Corps Scholarship Foundation.