As a career private banker and investment management professional, Tera brings the knowledge and experience of a time-tested market expert to the Sound Legacy team. Managing the portfolios of high net worth, ultra-high net worth and institutional clients for nearly twenty years and through multiple market cycles, Tera has earned an impressive and unmatched level of loyalty with her clients. She creates a highly caring, engaged and authentic connection to ensure the investment decisions made in client portfolios match their risk tolerance levels, their values and their unique situations. During her 25+ years with Bank of America and prior to becoming a portfolio manager, she provided affluent clients with banking, lending, and insurance advice and services.

Seasoned investment professional working with high net worth and ultra high net worth clients in all aspects of their liquid portfolios. Responsible for managing over $500MM in AUM in a high-touch private bank environment. Responsibility for all aspects of long term investment strategy creation and implementation, asset allocation, through day to day execution of tactical and strategic trading.

Teamed with Senior Portfolio Managers to manage over $1B in investments. Managed relationships with individual, family and institutional clients throughout the Northwest. Managed relationships with investors beginning with initial proposal creation through account opening process, ongoing maintenance resulting in near 100% client retention.

Worked as a volunteer with high school students during their School Year Abroad in Spain and as they traveled Europe.

Teamed with Senior Portfolio Managers to manage over $1B in investments. Managed relationships with individual, family and institutional clients throughout the Northwest. Managed relationships with investors beginning with initial proposal creation through account opening process, ongoing maintenance resulting in near 100% client retention.

Managed private banking relationships for a portfolio of high net worth clients. Assisted clients with a full array of financial services: banking, lending, investment and insurance solutions to meet their goals and objectives.Consistently outperformed in client support, service and satisfaction.