Terry Soffera

Terry Soffera

Vice President - Global Head of Investment Performance | Collegeville, Pennsylvania, United States

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Work Experience

STP Investment Services

Vice President - Global Head of Investment Performance

2023-08-01 — Present

Independent Consultant (Self Employed)

Senior Consultant

2019-07-01 — 2023-08-01

State Street

Vice President - Performance & Analytics

2017-03-01 — 2019-04-01

Archer - Investment Management Solutions

Vice President - Head of Operations

2013-09-01 — 2017-01-01

Consultant

Consultant to Investment Advisories

2012-01-01 — 2013-09-01

Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company

Founding Partner, Chief Operating/Investment Officer, Managing Partner

2005-01-01 — 2011-01-01

The Swarthmore Group

Senior Portfolio Manager

2003-07-01 — 2005-08-01

Providence Investment Advisors

Founding Partner, Chief Operating Officer, Senior Portfolio Manager

2002-04-01 — 2003-07-01

RRZ Investment Management

Senior Vice President/Senior Portfolio Manager

1998-07-01 — 2002-03-01

Meridian Investment Company

Senior Vice President/Senior Portfolio Manager

1993-01-01 — 1998-01-01

Dean Witter

Vice President - Convertible Bond Trader

1988-01-01 — 1993-01-01

Skills

investment operations outsourcing trade support data management portfolio accounting investment accounting corporate actions performance measurement reconciliation client reporting back

Languages

English