Terry Pat McDaniel
Chief Executive Officer at Terry McDaniel & Co.
Profile
Mr. Terry P.
McDaniel, CFA, is an Analyst & Portfolio Manager at Terry McDaniel & Co. He founded the firm in 1985.
He serves on the Board of Directors of the Austin YMCA and Catholic Charities of Central Texas.
Mr. McDaniel had his 20-year career with Wall Street firms.
He received a B.A.
in History from Texas A&M University in 1961 and served as an officer in the U.S.
Army from 1961 to 1964.
He is a member of the CFA Institute, the CFA Society of Austin and the Investment Adviser Association.
He is a member of the CFA Institute, the CFA Society of Austin and the Investment Adviser Association.
Terry Pat McDaniel active positions
| Companies | Position | Start |
|---|---|---|
Terry McDaniel & Co.
 Terry McDaniel & Co. Investment ManagersFinance Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | Chief Executive Officer | 01/01/1985 |
Former positions of Terry Pat McDaniel
| Companies | Position | End |
|---|---|---|
Spencer Trask & Co.
 Spencer Trask & Co. Financial ConglomeratesFinance Spencer Trask & Co. operates as investment firm. The firm offers services specialize in asset management, startups, and early stage investment. The company is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1964 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | 31/12/1963 |
Rotan Mosle, Inc.
 Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Corporate Officer/Principal | - |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | - |
Training of Terry Pat McDaniel
| Texas A&M University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Terry McDaniel & Co.
Terry McDaniel & Co. Investment ManagersFinance Terry McDaniel & Co. (TMC) is a registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by Terry McDaniel in 1985. TMC manages stock and bond portfolios for individuals, retirement plans, trusts, estates and charitable organizations. | Finance |
Spencer Trask & Co.
Spencer Trask & Co. Financial ConglomeratesFinance Spencer Trask & Co. operates as investment firm. The firm offers services specialize in asset management, startups, and early stage investment. The company is headquartered in New York, NY. | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Finance |
| The United States Army (District of Columbia) | Government |
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