AJ Bell | Fund Manager
Terry’s career in financial services began in 2005 on the settlements team at a major bank. He later moved to an investment management company and then a leading provider of financial services. In 2010 he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 1 exam.