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Carl Terzer is listed as Principal, CapVisor Associates - Insurance Asset Management Advisory at CapVisor Associates, LLC, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Carl Terzer.
Carl Terzer previously worked as Principal at Capvisor Associates, Llc and Course Designer & Instructor - Investments and Captives at International Center For Captive Insurance Education (Iccie). Carl Terzer holds Ba, Economics & Business Administration from Rutgers University.
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CapVisor Associates, LLC is an SEC- Registered Investment Advisor with more than $1.25 B in AUM, specializing in providing asset management solutions exclusively for the insurance industry. Services include Consulting, Manager Search and Special Projects. Insurance investment advisory encompasses US and Global fixed income, equity and alternative investment products are offer through an array of best-in-class investment advisory firms. Insurance asset management consulting (Rent-A-CIO) include investment program design/revision, strategic asset allocation optimization and investment manager evaluation, selction and oversight along with other value-added services.
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Atlanta, Georgia, Us
Founder and Senior Consultant working with US and non-US Insurance entitles,as an extension of their executive management team, in the capacity of a "Rent-a -CIO" or Investment Adviser. Optimizing client investment programs by improving plan design and documentation, optimizing strategic and tactical asset allocation, selecting "best fit" investment managers and analyzing efficacy of manager and overall plan performance on a risk-adjusted basis.
Investment instructor and designer of curriculum for "Investments and Captives", a Core course for achieving the ACI designation (Associates of Captive Insurance) offered by the International Center for Captive Insurance Education (ICCIE) For more information:http://www.iccie.org/course-catalog/electives/InvestmentsCaptives.shtml
New York, Ny, Us
Des Moines, Iowa, Us
Senior Banker to insurance industry clients.overseeing marketing and implementation of cash, securities services and risk management products to the insurance industry.
New York, Ny, Us
Responsible for marketing securities services to the insurance industry
Des Moines, Iowa, Us
Responsible for marketing securities services to the insurance industry
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Carl Terzer works for CapVisor Associates, LLC.
Carl Terzer is listed as Principal, CapVisor Associates - Insurance Asset Management Advisory at CapVisor Associates, LLC.
Carl Terzer is based in Atlanta Metropolitan Area, United States while working with CapVisor Associates, LLC.
Carl Terzer has worked for Capvisor Associates, Llc, International Center For Captive Insurance Education (Iccie), Captive Insurance Council Of The District Of Columbia, Principal Global Investors, and Brown Brothers Harriman & Co..
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Carl Terzer holds Ba, Economics & Business Administration from Rutgers University.
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