E. Terrence Gardner, Jr.

Partner, Portfolio Strategist



Terry Gardner is a Partner at C.J. Lawrence where he manages client portfolios and serves as the firm’s Portfolio Strategist.  With over 28 years of investing and securities analysis experience, Terry is a member of CJL’s Investment Committee which implements the firm’s Bulldog-equity stock selection process. He also leads the investment strategy process for CJL’s American Renaissance thematic portfolio.

Prior to CJL, he provided research and strategic advice to companies in the institutional and wealth management industries 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 Chief Operating Officer for Deutsche Bank’s Global Equities Research Division. He began his research management career in 2000 when he was appointed Associate Director (ADoR) of North American Equity Research.  Prior to the ADOR role, Terry was an Equity Research Analyst covering the Transportation sector, where he was recognized as the #1 ranked analyst by the Wall Street Journal’s All-Star Analyst Survey.  Terry began his Wall Street career in 1993 at Alex.Brown and Sons 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 Toys for Tots Foundation Board and on the Programs Committee for Adults and Children with Learning and Developmental Disabilities, Inc. (ACLD).