4 weeks ago
Are You an Investor or a Speculator?
As the cost of trading stocks has dropped to zero,...
Principal,
Financial Advisor
Terry became part of CAPTRUST in 2018 when Catawba Capital Management joined CAPTRUST. He serves as a principal and financial advisor responsible for providing investment advisory services to high-net-worth individuals and families and the fiduciaries of retirement plans, foundations, and endowments. Terry cofounded Catawba Capital Management in 1992 and served as a portfolio manager and the firm’s president. Prior to Catawba, he worked as a senior vice president and portfolio manager at Dominion Trust Company. He has more than 35 years of experience managing client investment portfolios.
When he’s not at the office, Terry enjoys reading, watching athletic events, puttering on the farm, and visiting with friends.
4 weeks ago
As the cost of trading stocks has dropped to zero,...
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
2 months ago
As we pass the midpoint of 2023, the market...