For more than 30 years, Terri Schwartz has dedicated her career to helping institutional investors build investment programs that support their long-term goals and objectives. She applies her in-depth understanding of their challenges and aspirations toward crafting a better model to create the outcomes they need.
Terri provides oversight of the firm’s Institutional Services division, responsible overall for crafting the service model and delivery to non-profit and corporate clients. She also directs the company’s business development team, helping to drive efforts to expand the firm’s reach to those clients for whom the company would be the best fit. Terri was part of the firm at its inception, helping to launch Arnerich Massena as an independent investment advisory firm in 1991.
Over Terri’s career, she has worked in financial and investment consulting, client relations, and executive business planning. She has served as director of Consultant Relations for Cutwater Asset Management (a BNY Mellon Company), as financial consultant/principal and director of client relations at Northwest Capital Management, and in sales and marketing roles for the Investment Consulting Group of Dain Bosworth and Salomon Smith Barney.
Terri Schwartz is a former FINRA Series 7, 63, and 3 license holder.
Terri is a board member of the American Cancer Society Oregon and Southwest Washington and also serves on the Board of Trustees for the Randall Children’s Hospital Foundation. She has also volunteered as an I AM Learning Partner in Arnerich Massena’s award-winning I AM Learning Partnership community service programs.
Terri brings a passion for building relationships to her work; she strives to gain a deep comprehension of each individual’s or organization’s mission and objectives, and takes great joy in guiding them to the right solution and finding the right fit to meet those goals.