Tom Terry

Mr. Terry brings more than 30 years of experience across a variety of service-focused disciplines, including marketing, and customer service. The majority of his career has been in the financial services industry, managing business relationships, raising capital, and educating advisors throughout the country.

Mr. Terry built hundreds of relationships while representing two of the largest private equity and real estate investment management firms in the world.

Prior to starting his career in business, Mr. Terry enjoyed a brief career in professional baseball and earned a B.S. in Economics from Merrimack College.