Terry oversees UMB Fund Services' registered fund accounting, administration and tax functions.
Terry has more than 30 years of mutual fund industry experience. Prior to joining UMB, he served as senior vice president and director of compliance with Unified Fund Services, where he worked closely with all areas of the company and clients in operation and compliance matters, Terry also spent 12 years with AAL in the roles of chief financial officer of the investment advisor and broker/dealer and treasurer of the AAL Mutual Funds.
A founding partner of The Academy of Financial Services Studies and Precision Marketing Partners, LLC, Terry was responsible for the development and delivery of all fund accounting and administration training. He has provided training to many of the industry's top mutual fund companies and service providers. In addition, while a member of the Investment Company Institute's Accounting Policy Committee, he helped author several industry white papers.
In addition to his leadership role with UMB Fund Services, Terry serves as president of the Investment Managers Series Trust II, UMB’s turnkey solution for starting/servicing a mutual fund.
Certified Public Accountant
Member of the American Institute of CPAs
Member of the Illinois State Bar
Series 7 - General Securities Registered Representative
Series 24 - General Securities Principal
Series 27 - Financial and Operations Principal
Series 63 - Uniform Securities Agent
Terry holds a law degree from DePaul University and a bachelor's degree from Western Illinois University.