Terry Grennon - Profile

Terry Grennon - Profile

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Terry Grennon

Secular Investor - Independent Investment Advisor

Location: New York, NY, United States

Investment Objective - Cumulative Growth
Approach - Tactical Asset Allocation
Strategy - Asset Allocation for Growth through Protection

Following: 6 Followers: 1

Education

School Name:	Hobart and William Smith Colleges
Degree:	Bachelor's Degree
Time Period:	1985 / 1989
Fields of study:	Cultural Anthropology<br/>

Work Experience

Title:	Principal / Registered Fiduciary - 401k Advisor
Company:	TGAM for Plan Sponsors
Time Period:	August 2014 - Present (9 years 10 months)
Description:	My role is to help plan sponsors meet the goals of their plan while protecting the sponsor and participant from loss.

Title:	Asset Allocation / Portfolio Management Advisor
Company:	TGAM
Time Period:	April 2010 - August 2014 (4 years 5 months)
Description:	Managed institutional portfolio management systems utilizing absolute and relative return overlays for the purposes of improving cumulative asset gains in domestic all-cap portfolios.

Title:	Director - Asset Allocation, Co-Portfolio Manager
Company:	AXA Financial
Time Period:	January 1999 - April 2010 (11 years 5 months)
Description:	Lead manager for the creation, production, and management of asset allocation and portfolio manager research services across all individual investor products and institutional 401k plans. Architect and co-portfolio manager to four equity ETF portfolios and six fund of fund strategic asset allocation portfolios with assets under management of $30B+.

Title:	AVP - Investment Management
Company:	JPMorgan Chase
Time Period:	1997 - 1998 (1 year 4 months)
Description:	Served on a dynamic asset allocation team supporting asset allocation services across the bank broker dealer and private bank platforms.

Title:	Research Associate
Company:	Prudential Financial
Time Period:	1996 - 1997 (1 year 4 months)

Title:	Investment Executive
Company:	PaineWebber
Time Period:	1995 - 1996 (1 year 4 months)

Title:	Individual Consultant
Company:	TIAA-CREF
Time Period:	1990 - 1995 (5 years 4 months)

Publications


Publication:	Building a Balanced Portfolio
Author(s):	Terry Grennon
Publisher:	The Motley Fool
Date:	12/31/2013


Publication:	The Asset Allocation Pragmatist
Author(s):	Terry Grennon
Publisher:	The Motley Fool
Date:	11/27/2013

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