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Terry Ober Email & Phone Number
Managing Director, SMA Model Specialists
at
Janus Henderson Investors
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director, SMA Model Specialists
Location
Norwood, Massachusetts, United States
Company size
Who is Terry Ober? Overview
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Terry Ober is listed as Managing Director, SMA Model Specialists at Janus Henderson Investors, a with 3205 employees, based in Norwood, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Terry Ober.
Terry Ober previously worked as National Director-Portfolio Specialist Group at Richard Bernstein Advisors and Regional Vice President at Ing Investment Management. Terry Ober holds Bachelor Of Science, Business, Management, Marketing, And Related Support Services from Babson College.
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Janus Henderson Investors
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Profile bio
About Terry Ober
-National Sales Manager-National Accounts-Portfolio Specialist-External Wholesaler-Mutual Funds, Closed End Funds, Separately Managed Accounts, REITs-Management Experience, Coaching, Training, Developing External and Internal Wholesaling Teams-Training, Client Relationship Management
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Terry Ober's current company
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Janus Henderson Investors
5 roles · 31 years
Terry Ober work experience
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National Director-Portfolio Specialist Group
CurrentWork closely with our key partners Eaton Vance and First Trust on portfolio positioning across our various asset allocation, fixed Income and equity strategies. Deliver RBA's ETF based separately managed accounts to Financial Advisors in the Northeast.
Oct 2013 - Present
Regional Vice President
Ing Investment Management
New England wholesaler covering Independent and Regional firms
May 2012 - Oct 2013
Svp, Portfolio Specialist, External Wholesaler
2007-May 2012, SVP, Portfolio Specialist-Represent Cohen & Steers at Advisor Client meetings and Industry Conferences. Responsible for communicating Investment Philosophy across all product lines. Products include Mutual Funds and Separately Managed Accounts.-Featured speaker at client centric meetings, client seminars, prospecting seminars, and one-on-one client meetings.-Extensive Management Experience; hands on coaching and training; worked side-by-side with the National Sales Manager to help develop, oversee, and train the External and Internal Sales Teams.-Work effectively with Product Management and Portfolio Management teams to communicate Investment Themes.-Build and maintain relationships with Analysts, Portfolio Managers, and the Firm’s Investment Committee.-Add value for the Financial Advisor; build and strengthen the connection and relationship between the Financial Advisor and Wholesaler. Close sales and service existing business by teaching and delivering a consistent message.1998-2007, External Wholesaler-First wholesaler hired by Cohen & Steers. Originally managed and covered the entire Eastern Division/East Coast. Territory changed as additional wholesalers were hired--covered the Northeast and New York/New York City.-Managed the marketing, distribution, and sales effort of Mutual Funds and Separately Managed Accounts to all channels. Focus firms included: Merrill Lynch, Morgan Stanley Smith Barney, UBS, Wells Fargo, and RBC.-Extensive product knowledge and experience selling/marketing Global REIT products and Preferred Securities.-Responsible for effectively communicating investment strategy to Financial Advisors, Key Accounts, and Sales Team.-Developed strategies to increase client base through territory management and an array of prospecting techniques.
Oct 1998 - May 2012
Northeast Region Marketing Director
-Motivated, advised, and guided Advisors in the sale of Public Tax Credit Funds in twenty Northeastern states.-Developed incentive compensation programs and strong relationships to increase Advisor participation.-Doubled the number of top ranked producers in the region.-Developed innovations to improve individual and group training programs in selling skills and product knowledge.
1996 - 1998
~2 yrs
2 education records
Terry Ober education
Bachelor Of Science, Business, Management, Marketing, And Related Support Services
Education record
FAQ
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What company does Terry Ober work for?
Terry Ober works for Janus Henderson Investors.
What is Terry Ober's role at Janus Henderson Investors?
Terry Ober is listed as Managing Director, SMA Model Specialists at Janus Henderson Investors.
Where is Terry Ober based?
Terry Ober is based in Norwood, Massachusetts, United States while working with Janus Henderson Investors.
What companies has Terry Ober worked for?
Terry Ober has worked for Janus Henderson Investors, Richard Bernstein Advisors, Ing Investment Management, Cohen & Steers, and Wnc & Associates.
How can I contact Terry Ober?
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What schools did Terry Ober attend?
Terry Ober holds Bachelor Of Science, Business, Management, Marketing, And Related Support Services from Babson College.
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