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Mike Terry, CFA Joins Burrows Capital Advisors as Managing Director & Head of Investment Strategy

Mike Terry, CFA Joins Burrows Capital Advisors as Managing Director & Head of Investment Strategy

September 29, 2023

Burrows Capital Advisors (BCA), a leading financial advisory firm, is excited to announce the appointment of Michael M. Terry (Mike) as Managing Director & Head of Investment Strategy. With a distinguished career spanning over two decades, Terry brings a wealth of experience in investment management and strategy to the firm's executive team. In his new role, Terry will spearhead asset allocation strategies and oversee investment management on behalf of BCA’s clients. Terry’s profound comprehension of the macro-economic landscape, coupled with his decades-long expertise in security selection, will serve to bolster and enrich the leadership team at BCA.

BCA oversees more than $3 billion in assets under advisement as of June 30, 2023 and joined Cetera Advisors in September 2022 with an eye toward growth and providing even more holistic and sophisticated advice to clients. Terry’s hiring is in line with that vision and sets BCA up for continued success.  

Prior to joining Burrows Capital Advisors, Mike served as the Principal Investment Officer of the Short-Term Investment Unit of the State of Connecticut, Office of the State Treasurer, for over 10 years. During his tenure, he successfully managed a portfolio of over $20 billion in short-term investments for both internal and external investors. His leadership extended beyond portfolio management, as he was actively involved in various state programs and legislative initiatives, contributing to asset allocation strategies and the formulation of Investment Policies.

"Mike Terry's extensive expertise in investment management and his in-depth understanding of financial markets make him an invaluable addition to our team," said Don Burrows, managing partner at Burrows Capital Advisors. "His proven track record of successful portfolio management and strategic thinking aligns perfectly with our commitment to delivering superior financial solutions to our clients."

"I am thrilled to join Burrows Capital Advisors and lead the Investment Strategy team," Terry said. "I look forward to leveraging my experience to develop innovative investment strategies that will continue to drive value for our clients and enhance their financial success."

Prior to his role with the State of Connecticut, Terry held the position of Vice President of Credit Investments at a mid-sized insurance company, where he managed a diverse $7 billion portfolio of global public and private credit investments, encompassing debt and preferred stock. His responsibilities extended to overseeing the credit research and trading team, driving the organization's success in the credit market. Earlier in his career, Terry served as the Director of Fixed Income and Currency Research for an esteemed investment consulting firm. In this role, he collaborated with numerous clients to design tailored investment portfolios that aligned with their unique business objectives. His comprehensive knowledge of fixed income markets and investment strategies significantly contributed to his clients' financial achievements.

A Connecticut native, Terry pursued his education at Southern CT State University, where he majored in economics. He later earned his MBA in finance from the University of New Haven. Additionally, Terry holds the prestigious designation of CFA charter holder, reflecting his commitment to professionalism and expertise in the investment field.

The addition of Terry to the BCA team marks a significant milestone in the firm's ongoing commitment to providing clients with top-tier financial guidance and investment solutions. Terry’s strategic insight and profound industry knowledge are poised to play a pivotal role in shaping the firm's future growth and success.

For media inquiries or further information, please contact:

Payton Justice

Marketing Specialist

payton@burrowscap.com

832-835-1950

 

About Burrows Capital Advisors: Burrows Capital Advisors is a leading financial advisory firm dedicated to providing comprehensive wealth management and investment solutions to individuals, families, and institutions. With a team of seasoned professionals and a commitment to excellence, the firm delivers personalized strategies that align with clients' unique financial goals and aspirations. Learn more at burrowcap.com