Terry Jack, Cfa

Terry Jack, Cfa Email and Phone Number

Chief Investment Officer - Sugar Maple Asset Management, LLC @ CAVU Capital Partners, LLC
Terry Jack, Cfa's Location
Appleton, Wisconsin, United States, United States
Terry Jack, Cfa's Contact Details
About Terry Jack, Cfa

Terry Jack, Cfa is a Chief Investment Officer - Sugar Maple Asset Management, LLC at CAVU Capital Partners, LLC. He possess expertise in portfolio management, wealth management, investments, credit analysis, mutual funds and 1 more skills.

Terry Jack, Cfa's Current Company Details
CAVU Capital Partners, LLC

Cavu Capital Partners, Llc

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Chief Investment Officer - Sugar Maple Asset Management, LLC
Terry Jack, Cfa Work Experience Details
  • Cavu Capital Partners, Llc
    Chief Investment Officer
    Cavu Capital Partners, Llc Dec 2020 - Present
    View
  • Sugar Maple Asset Management, Llc
    Chief Investment Officer
    Sugar Maple Asset Management, Llc Feb 2016 - Present
    View
  • Baylake Bank
    Chief Investment Officer - Asset Management & Trust
    Baylake Bank Apr 2014 - Jan 2016
    Us
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  • Bmo Private Bank
    Sr. Portfolio Manager
    Bmo Private Bank Nov 2012 - Mar 2014
  • Johnson Bank
    Vice President, Trust Relationship Manager
    Johnson Bank Jul 2005 - Oct 2012
    Racine, Wi, Us
    View
  • Marshall & Ilsley Trust Company
    Vice President, Portfolio Manager
    Marshall & Ilsley Trust Company Jun 2002 - Jun 2005
  • Marshall & Ilsley Trust Company
    Personal Trust Officer
    Marshall & Ilsley Trust Company Jun 1987 - May 2002

Terry Jack, Cfa Skills

Portfolio Management Wealth Management Investments Credit Analysis Mutual Funds Financial Analysis

Terry Jack, Cfa Education Details

  • St. Norbert College
    St. Norbert College
    Accounting
  • Jenison High School
    Jenison High School

Frequently Asked Questions about Terry Jack, Cfa

What company does Terry Jack, Cfa work for?

Terry Jack, Cfa works for Cavu Capital Partners, Llc

What is Terry Jack, Cfa's role at the current company?

Terry Jack, Cfa's current role is Chief Investment Officer - Sugar Maple Asset Management, LLC.

What is Terry Jack, Cfa's email address?

Terry Jack, Cfa's email address is tj****@****eam.com

What is Terry Jack, Cfa's direct phone number?

Terry Jack, Cfa's direct phone number is +192094*****

What schools did Terry Jack, Cfa attend?

Terry Jack, Cfa attended St. Norbert College, Jenison High School.

What skills is Terry Jack, Cfa known for?

Terry Jack, Cfa has skills like Portfolio Management, Wealth Management, Investments, Credit Analysis, Mutual Funds, Financial Analysis.

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