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.
Stocks, alternatives continue their upward momentum as the bond market struggles
The evolution of our high-income strategy
Tapping into the private equity market
Navigating the markets following the COVID meltdown
The Fed’s role in guiding the economy – and ours in guiding client portfolios
The power of shareholder engagement
Tracking the rise of water as an investment theme
Reconsidering the traditional 60/40 portfolio
Alternatives continue to shine
Investing for a sustainable future
Markets rocked by powerful financial and geopolitical forces