TODD TERRY, CFA

TODD TERRY, CFA®, has 23 years of financial industry experience. He joined MSCM as Director of Operations in order to help support the needs of our growing business. He previously served as Managing Director for Business Development with System & Architectural Solutions, a boutique IT solutions consulting firm focusing on the financial industry.

Additionally, Todd handled Operations and Institutional Sales for ConvergEx Prime Services, a prime brokerage firm and affiliate of the Bank of New York, primarily servicing hedge fund, mutual fund and RIA firms. Todd was previously Vice President of M&A Business Development for Transfirst, a large credit card processing firm and Vice President for Aspen Advisors, a boutique investment banking firm. He began his career as Equity Analyst for Richmont Investment Management and David W. Tice & Associates, a hedge fund and investment research firm, respectively.

Todd received a BBA in Management from Texas A&M as well as a MBA from Texas Christian University and holds the CHARTERED FINANCIAL ANALYST® designation.