Profile
Mr. Terry J.
Soffera is Chief Investment Officer at Sterling Asset Management LLC.
Prior to joining Sterling Asset Management in September 2007, Mr. Soffera began his investment career at Meridian Investment Company in 1992.
As a Trader and Portfolio Manager, he was one of the original members of Meridian Investment Company and ultimately directed the short-term and cash management division.
After that, he was a Senior Vice President for RRZ Investment Management and became a Founding Partner for Providence Investment Advisors LLC.
From August 2003 - September 2005, Mr. Soffera was the Senior Portfolio Manager for The Swarthmore Group managing both fixed income and equities.
Mr. Soffera received his Bachelor of Science degree from Kutztown University.
He is a member of the CFA Institute, the CFA Society of Philadelphia, and the Bond Club of Philadelphia.
Former positions of Terry Joseph Soffera
| Companies | Position | End |
|---|---|---|
Sterling Asset Management LLC
 Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Chief Investment Officer | 01/01/2011 |
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Investment Committee Member | 01/06/2005 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
| Meridian Investment Co. | Portfolio Manager-Fixed Income | - |
The Providence Group Investment Advisory Co. LLC
 The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Corporate Officer/Principal | - |
Training of Terry Joseph Soffera
| Kutztown University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
The Providence Group Investment Advisory Co. LLC
The Providence Group Investment Advisory Co. LLC Investment ManagersFinance The Providence Group Investment Advisory Co. LLC (PG) is an investment management firm that specializes in providing investment services to high net worth individuals and their families. Located in Providence, Rhode Island, the firm is a subsidiary of FleetBoston Financial Corp. (NYSE: FBF) | Finance |
| Meridian Investment Co. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans. | Finance |
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