Investment & Planning

Terrence grew up on the East Coast. At University of Pennsylvania, he completed a double major in political science and history and rowed varsity lightweight crew. He managed various sales teams at Bloomberg LP, went to Georgetown to get his MBA, then moved to L.A. to work with ultra-wealthy clients at Citi Private Bank in Beverly Hills.

Terrence came to Westmount in 2008, where he works directly with clients and heads up research. As Westmount’s co-chief investment officer, he navigates the public markets, spots pockets of opportunity, avoids areas of undue risk, and uncovers new managers and strategies to incorporate into client portfolios. He also oversees Westmount’s Environmental, Social, and Governance (ESG) portfolio, enabling clients to invest in innovative strategies through a socially conscious lens.

INSIGHTS FROM TERRENCE