Private Wealth Advisor
Terry joined Private Wealth Management in 2001. He is based out of Morgan Stanley's headquarters at 1585 Broadway in New York City and our wealth management office in Greenwich, Connecticut. Terry and his team provide highly customized wealth management solutions, portfolio management, asset allocation and risk management strategies to a select group of families, foundations and endowments. His team manages equity, fixed income and alternative investment portfolios totaling $2.5 billion for their clients as of December 31, 2016.
Terry joined Morgan Stanley in 1980 as a Wealth Advisor in New York City. In 1986, he was named Branch Manager for an office complex in New York. In 1992, he was promoted to Director of National Sales and Marketing, Equities, where he had responsibility for various departments including Equity Research Marketing, Restricted Securities, Options Sales and Trading, Strategic Equity Portfolio Management Program (STEP), Closed End Funds, International Equity Marketing and the Nasdaq Trading Liaison desks.
Terry was named one of Barron’s “Top 1,200 Advisors” from 2014 through 2017 and was ranked #6 in the state of Connecticut. He was also named one of Barron’s “Top 1000 Advisors” from 2008 through 2013 and was ranked #21 in “Top 100 Advisors in America” by Registered Rep magazine in September 2009. In addition, Terry’s team was ranked in the Top 30 in Research Magazine’s “Top Advisor Teams in America” in 2009.
Terry graduated magna cum laude from Boston College in 1979 with a degree in Business Administration and later completed the Wharton Executive Education program.
Terry and his wife, Pinky, have been married for 28 years and have two children. They live in Greenwich, CT.
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WI, WV, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures