Career history of Terry Joseph Soffera
Former positions of Terry Joseph Soffera
| Companies | Position | Start | 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 | 24/03/2010 | 01/01/2011 |
| Portfolio Manager-Equities | 24/03/2010 | 01/01/2011 | |
| Portfolio Manager-Fixed Income | 24/03/2010 | 01/01/2011 | |
| Corporate Officer/Principal | 24/03/2010 | 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 | 01/01/2003 | 01/06/2005 |
| Portfolio Manager-Fixed Income | 01/01/2003 | 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 |
Statistics
International
| United States | 6 |
| 2 |
Operational
| Portfolio Manager-Fixed Income | 3 |
| Corporate Officer/Principal | 3 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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