Director
Current
Nov 2018 - Present
AeroLeads people directory · profile
David Terris Email & Phone Number
Director
at
CFA Institute
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director
Location
Lake Oswego, Oregon, United States
Company size
Who is David Terris? Overview
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Quick answer
David Terris is listed as Director at CFA Institute, a with 2106 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a matched LinkedIn profile for David Terris.
David Terris previously worked as Managing Director at Aca Performance Services, Llc and Consultant at Vincent Performance Services Llc. David Terris holds Mba, Finance from St. Mary'S University.
Company email context
Email format at CFA Institute
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CFA Institute
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Profile bio
About David Terris
David Terris is a Director at CFA Institute.
Current workplace
David Terris's current company
Company context helps verify the profile and gives searchers a useful next step.
Cfa Institute
5 roles · 34 years
David Terris work experience
A career timeline built from the work history available for this profile.
Managing Director
Aca Performance Services, Llc
Verification and Consulting Services to Institutional money managers applying the GIPS standards.
Dec 2013 - Oct 2018
Consultant
Verification and Consulting Services to Institutional money managers applying the GIPS standards.
Nov 2007 - Dec 2013
Portfolio Manager
Northwest Corporate Fcu
Managed approximately $1 billion fixed income portfolio
Mar 2006 - Nov 2007
Senior Portfolio Strategist
Usaa
Responsible for the asset allocation decisions on company's pension portfolio.
1993 - 2005
~12 yrs
Team & coworkers
Colleagues at CFA Institute
Other employees you can reach at cfainstitute.org. View company contacts for 2106 employees →
SD
Somlata Day
Colleague at Cfa InstituteNew York, United States
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TD
Tamara Driskill
Colleague at Cfa InstituteGreater Charlottesville Area, United States
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MR
Manú Ramos
Colleague at Cfa InstituteQuito, Pichincha, Ecuador
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LO
Lydia Ooghe
Colleague at Cfa InstituteUnited States
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WR
Wingo Ring
Colleague at Cfa InstituteTaipei–Keelung Metropolitan Area, Taiwan, Province Of China
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JL
Joy Lowenwirth
Colleague at Cfa InstituteNew York, United States
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BM
Brooklyn Middleton
Colleague at Cfa InstituteColumbus, Ohio, United States
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LD
Léo Didier
Colleague at Cfa InstituteChambéry, Auvergne-Rhône-Alpes, France
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DZ
David Zhang 张一
Colleague at Cfa InstituteBeijing, China
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JL
Joe Lange
Colleague at Cfa InstituteGreater Charlottesville Area, United States
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Somlata Day
Colleague at Cfa InstituteNew York, United States
View →
TD
Tamara Driskill
Colleague at Cfa InstituteGreater Charlottesville Area, United States
View →
MR
Manú Ramos
Colleague at Cfa InstituteQuito, Pichincha, Ecuador
View →
LO
Lydia Ooghe
Colleague at Cfa InstituteUnited States
View →
WR
Wingo Ring
Colleague at Cfa InstituteTaipei–Keelung Metropolitan Area, Taiwan, Province Of China
View →
JL
Joy Lowenwirth
Colleague at Cfa InstituteNew York, United States
View →
BM
Brooklyn Middleton
Colleague at Cfa InstituteColumbus, Ohio, United States
View →
LD
Léo Didier
Colleague at Cfa InstituteChambéry, Auvergne-Rhône-Alpes, France
View →
DZ
David Zhang 张一
Colleague at Cfa InstituteBeijing, China
View →
JL
Joe Lange
Colleague at Cfa InstituteGreater Charlottesville Area, United States
View →
2 education records
David Terris education
Mba, Finance
Bba, Accounting
FAQ
Frequently asked questions about David Terris
Quick answers generated from the profile data available on this page.
What company does David Terris work for?
David Terris works for CFA Institute.
What is David Terris's role at CFA Institute?
David Terris is listed as Director at CFA Institute.
Where is David Terris based?
David Terris is based in Lake Oswego, Oregon, United States while working with CFA Institute.
What companies has David Terris worked for?
David Terris has worked for Cfa Institute, Aca Performance Services, Llc, Vincent Performance Services Llc, Northwest Corporate Fcu, and Usaa.
Who are David Terris's colleagues at CFA Institute?
David Terris's colleagues at CFA Institute include Somlata Day, Tamara Driskill, Manú Ramos, Lydia Ooghe, and Wingo Ring.
How can I contact David Terris?
You can use AeroLeads to view verified contact signals for David Terris at CFA Institute, including work email, phone, and LinkedIn data when available.
What schools did David Terris attend?
David Terris holds Mba, Finance from St. Mary'S University.
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