Jeff Terrell, CFA

Senior Vice President, Senior Investment Officer

Jeff has over 30 years experience as a fiduciary asset manager and thought leader at regional and community banks. His regional bank roles have been as a portfolio manager, senior strategy analyst and chief wealth market strategist. He also served 20 years as chief investment officer for 2 state and nationally chartered community banks. In addition to managing portfolios for private and institutional clients his focus areas include: investment philosophy creation, strategic/tactical asset allocation, model portfolio program design, portfolio construction, asset class research, economic trend analysis and digital assets. He authors client publications on multiple topics, is a frequent public speaker and has led firm banding initiatives.

Jeff graduated from Western Michigan University, is a CFA Charterholder, and a member of the CFA Society of North Carolina.