Vice President - Wealth Advisor
Terry joined Old Port Advisors in December of 2005 as a Portfolio Manager. He has been involved in the financial services industry for over 35 years and brings a wealth of experience to Old Port Advisors from his time as an officer at a New York Stock Exchange member firm and experience as a senior trader on an institutional equity desk on Wall Street.
Terry has the unique Certified Divorce Financial Analyst (CDFA) designation and provides court-approved investment and financial advice to people going through divorce, often a more pleasant alternative for separating couples than going to court. He is a member of the Investment Policy Committee
Prior to joining Old Port Advisors, Terry was a Managing Director of Westport Capital Markets, a registered investment advisory firm and ran their Portland office after relocating to Maine in 2000. He frequently contributes articles to newspapers covering a variety of investment topics. Terry serves on the boards of Preble Street and the Institute for Financial Literacy. He resides in Portland with his wife Jennifer and their four boys.