Profile
Prior to joining Freedom in 1991, Mr. Gerlich was a Vice President of an investment consulting firm, concentrating in performance attribution and asset allocation analysis for institutional retirement systems.
He also served as Executive Director and Legal Counsel for the Massachusetts Retirement Law Commission, an independent government agency responsible for rendering legal, policy and cost analyses on issues relating to the operation of Massachusetts public retirement systems.
Mr. Gerlich has authored numerous research studies on a variety of pension issues, and has appeared before a number of professional groups.
He is a member of the Boston Security Analysts Society and the CFA Institute.
Mr. Gerlich is a graduate of Boston College and Boston College Law School.
Former positions of Terrence John Gerlich
| Companies | Position | End |
|---|---|---|
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Portfolio Manager-Equities | 31/03/2008 |
Freedom Capital Management LLC
 Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Portfolio Manager-Equities | 04/01/2007 |
Training of Terrence John Gerlich
| Boston College | Undergraduate Degree |
| Boston College Law School | Graduate Degree |
Experiences
Positions held
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1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Finance |
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