Jeff Terrell, Cfa
AeroLeads people directory · profile

Jeff Terrell, Cfa Email & Phone Number

Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker at Members Trust Company
Location: Charlotte Metro, United States, United States 4 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Members Trust Company
Role
Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker
Location
Charlotte Metro, United States, United States
Company size
50 employees

Who is Jeff Terrell, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeff Terrell, Cfa is listed as Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker at Members Trust Company, a company with 50 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Jeff Terrell, Cfa.

Jeff Terrell, Cfa previously worked as SVP-Senior Investment Officer at Members Trust Company and SVP, Senior Analyst-Investment/Market strategy and Portfolio Construction | Author | Speaker at Truist Wealth. Jeff Terrell, Cfa holds Bachelor Of Business Administration - Bba, Finance, General from Western Michigan University - Haworth College Of Business.

Company email context

Email format at Members Trust Company

This section adds company-level context without repeating Jeff Terrell, Cfa's masked contact details.

Members Trust Company

Review company-level records connected to Jeff Terrell, Cfa before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Jeff Terrell, Cfa

Jeff Terrell, Cfa is a Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker at Members Trust Company.

Current workplace

Jeff Terrell, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Members Trust Company
Members Trust Company
Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker
tampa, florida, united states
Website
memberstrust.com
Employees
50
AeroLeads page
Company profile
View company profile Email format
4 roles

Jeff Terrell, Cfa work experience

A career timeline built from the work history available for this profile.

Svp, Senior Analyst-Investment/Market Strategy And Portfolio Construction | Author | Speaker

Truist Wealth

Charlotte Metro

Dec 2019 - Dec 2023

Chief Market Strategist & Portfolio Manager

Bb&T

Charlotte Metro

Jul 2016 - Dec 2019

Chief Investment Officer

High Point Bank

High Point, North Carolina, United States

Feb 2003 - Jul 2016
Team & coworkers

Colleagues at Members Trust Company

Other employees you can reach at memberstrust.com. View company contacts for 50 employees →

TB T.L. Brown, Jd, Mba T.L. Brown, Jd, Mba Colleague at Members Trust CompanyGreensboro--Winston-Salem--High Point Area, United States View → KS Kei Sasaki Kei Sasaki Colleague at Members Trust CompanyNew York, New York, United States, United States View → TB Tricia Bennett Tricia Bennett Colleague at Members Trust CompanyTampa, Florida, United States, United States View → TT Tania Taschereau Gooch, Ctfa Tania Taschereau Gooch, Ctfa Colleague at Members Trust CompanyGreensboro--Winston-Salem--High Point Area, United States View → AS Autumn Strunk Autumn Strunk Colleague at Members Trust CompanyTampa, Florida, United States, United States View → GC Gleisy Cruz Gleisy Cruz Colleague at Members Trust CompanyGreater Tampa Bay Area, United States View → DB Diana B. Diana B. Colleague at Members Trust CompanyPlant City, Florida, United States, United States View → AS Andrea Schmidt Andrea Schmidt Colleague at Members Trust CompanyRiverview, Florida, United States, United States View → DH Dawn Handler, Cfp® Dawn Handler, Cfp® Colleague at Members Trust CompanyDenver, Colorado, United States, United States View → ST Sam Thompson Sam Thompson Colleague at Members Trust CompanyBoerne, Texas, United States, United States View →
1 education record

Jeff Terrell, Cfa education

FAQ

Frequently asked questions about Jeff Terrell, Cfa

Quick answers generated from the profile data available on this page.

What company does Jeff Terrell, Cfa work for?

Jeff Terrell, Cfa works for Members Trust Company.

What is Jeff Terrell, Cfa's role at Members Trust Company?

Jeff Terrell, Cfa is listed as Portfolio Management and Model Construction | Asset Allocation Expertise | Capital Market and Economic Analysis | Market Strategist | Writer | Speaker at Members Trust Company.

Where is Jeff Terrell, Cfa based?

Jeff Terrell, Cfa is based in Charlotte Metro, United States, United States while working with Members Trust Company.

What companies has Jeff Terrell, Cfa worked for?

Jeff Terrell, Cfa has worked for Members Trust Company, Truist Wealth, Bb&T, and High Point Bank.

Who are Jeff Terrell, Cfa's colleagues at Members Trust Company?

Jeff Terrell, Cfa's colleagues at Members Trust Company include T.L. Brown, Jd, Mba, Kei Sasaki, Tricia Bennett, Tania Taschereau Gooch, Ctfa, and Autumn Strunk.

How can I contact Jeff Terrell, Cfa?

You can use AeroLeads to view verified contact signals for Jeff Terrell, Cfa at Members Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Jeff Terrell, Cfa attend?

Jeff Terrell, Cfa holds Bachelor Of Business Administration - Bba, Finance, General from Western Michigan University - Haworth College Of Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.