Michael M. Terry, CFA, brings over two decades of experience in investment management and strategy to the executive team at Burrows Capital Advisors (BCA). As the Managing Director & Head of Investment Strategy, Mike is entrusted with spearheading asset allocation strategies and overseeing investment management for BCA's Clientele. His deep understanding of the macro-economic landscape and his extensive experience in security selection make him a valuable asset to BCA's leadership team.
Mike's journey in the world of finance and investments has been marked by a series of accomplishments. Before joining Burrows Capital Advisors, he served as the Principal Investment Officer of the Short-Term Investment Unit of the State of Connecticut, Office of the State Treasurer, for more than a decade. During his tenure, he adeptly managed a portfolio exceeding $20 billion in short-term investments, catering to both internal and external investors. Beyond portfolio management, Mike actively contributed to various state programs and legislative initiatives, where his insights played a pivotal role in shaping asset allocation strategies and the formulation of Investment Policies.
Prior to his role with the State of Connecticut, Mike held the position of Vice President of Credit Investments at a mid-sized insurance company, where he skillfully managed a diverse $7 billion portfolio of global public and private credit investments, including debt and preferred stock. His responsibilities extended to overseeing the credit research and trading team, which was instrumental in the organization's success in the credit market.
Earlier in his career, Mike served as the Director of Fixed Income and Currency Research for a respected investment consulting firm. In this capacity, he collaborated with numerous clients to craft tailored investment portfolios that aligned precisely with their unique business objectives. His profound knowledge of fixed income markets and investment strategies significantly contributed to the clients' financial successes.
Born and raised in Connecticut, Mike embarked on his educational journey at Southern CT State University, where he majored in economics. His dedication to furthering his knowledge and experience in finance led him to earn an MBA in finance from the University of New Haven. Furthermore, Mike holds the prestigious designation of Chartered Financial Analyst (CFA) charter holder, which underscores his unwavering commitment to professionalism and his exceptional expertise in the field of investment management.