Terry Soffera Email & Phone Number
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Terry Soffera Location
- Collegeville, PA, US
Terry Soffera Work
- 2019 -now Senior Consultant
- 2023 -2024 Vice President - Global Head of Investment Performance @
- 2017 -2019 Vice President - Performance and Analytics @
- 2013 -2017 Vice President - Head of Operations @
- 2012 -2013 Consultant to Investment Advisories @ Consultant
- 2005 -2011 Founding Partner, Chief Operating and Investment Officer, Managing Partner @ Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Tru
- 2003 -2005 Senior Portfolio Manager @ The Swarthmore Group
- 2002 -2003 Founding Partner, Chief Operating Officer, Senior Portfolio Manager @ Providence Investment Advisors
- 1998 -2002 Senior Vice President and Senior Portfolio Manager @ RRZ Investment Management
- 1993 -1998 Senior Vice President and Senior Portfolio Manager @ Meridian Investment Company
- 1988 -1993 Vice President - Convertible Bond Trader @ Dean Witter
Terry Soffera Education
- Kutztown University of Pennsylvania
- Lehigh University
Terry Soffera Skills
- Performance Management
- Relationship Building
- Investments
- Financial Services
- Portfolio Management
- Investment Advisory
- Equities
- Bonds
- Investment Management
- Alternative Investments
- Fixed Income
- Investment Strategies
- Start-ups
- Asset Allocation
- Trading
- Mutual Funds
- Hedge Funds
- Private Equity
- Emerging Markets
- Securities
- Capital Markets
- Trading Systems
- Equity Research
- Fund Of Funds
- Mergers & Acquisitions
- Venture Capital
- Series 7
- Valuation
- Proprietary Trading
- Hedging
- Pension Funds
- Operations Management
- Fixed Asset Management
- Product Development
- Product Management
- Fixed Income Analysis
- Financial Markets
- Financial Advisory
- ETFs
- Policy Analysis
- Management Consulting
- Strategic Consulting
- Wealth Management
- Institutional Investments
- Derivatives
- Equity Trading
- Series 63
- Wealth Management Services
- Options
- Private Placements
- Asset Managment
- Advent/Axys, Moxy, Archer OMS, Convergex, Bloomberg, Microsoft Office, Portia
Terry Soffera Summary
- Terry Soffera, based in Collegeville, PA, US, is currently a Senior Consultant at Independent Consultant (Self Employed). Terry Soffera brings experience from previous roles at STP Investment Services, State Street, Archer - Investment Management Solutions and Consultant. Terry Soffera holds a Kutztown University of Pennsylvania. With a robust skill set that includes Performance Management, Relationship Building, Investments, Financial Services, Portfolio Management and more. Terry Soffera has 3 emails and 1 mobile phone numbers on RocketReach.
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