Terry joined Old Port Advisors in December of 2005 as a Portfolio Manager. In his current role as Wealth Advisor, he has primary responsibility for his clients’ overall financial planning and portfolio management.
Terry earned a Bachelor of Arts in Political Science from Lafayette College. He has been in the Financial Services profession for over 40 years and brings a wealth of experience.
Prior to joining Old Port Advisors, Terry was Managing Director of Westport Capital Markets, managing their Portland office after relocating to Maine in 2000. He has previously served as an Officer at a New York Stock Exchange member firm and Senior Trader on Wall Street. He has also been a frequent contributor to newspapers covering a variety of investment topics.
Terry holds the Certified Divorce Financial Analyst (CDFA®) designation and provides court-approved investment and financial advice to people going through divorce. The role of a CDFA® professional is to address the special financial issues of divorce to help achieve equitable settlements.
After many years of parenting four boys, Terry and his wife, Jennifer are officially “empty nesters” and now share their Portland home with two small dogs. Terry also serves on the board of Preble Street Resource Center.