Terri joined Rockefeller Capital Management in January 2022, after spending 32 years with Merrill Lynch. She focuses on developing innovative, customized financial strategies for her diverse group of clients and frequently coordinates with other professionals on their behalf. Terri, as a Portfolio Manager, provides traditional advice and guidance and can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which often incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
Formerly a practicing CPA, Terri is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants. She graduated magna cum laude from Dominican University with bachelor’s degrees in accounting, business administration, and merchandising. Terri holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselors (CRPC®) designation. Active in the community, she tutors teens and mentors young adults. Terri and her two children are native Chicagoans.