Marcus T. Marc Terdik
Private Wealth Advisor and Managing Principal at Piedmont Private Wealth
- Role
- Private Wealth Advisor and Managing Principal at Piedmont Private Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Marcus T. Marc Terdik
Marc\'s experience includes manager selection, portfolio construction, ongoing portfolio and performance management, municipal bond management and financial planning for high net worth clients. His experience includes managing large, complex and sensitive family relationships, as well as individual investors, including fully customized portfolios for individual investors. Marc performs client reviews, analysis and investment selection across various asset classes to achieve client liquidity, risk and return objectives, along with ongoing review and performance monitoring.Included in Marc’s expertise, is the design and implementation of asset allocation strategies and financial plans, along with the ongoing client portfolio reviews, which include market and economic recaps, performance analysis, and ongoing confirmation of client goals and objectives.#TrustedAdvisor #HighNetWorthClients #Investment #Trust #AssetAllocationStrategies #FinancialPlan #RiskManagement #EnhancedClientServices #InvestmentResearch #MunicipalBonds #Equity #FixedIncome #IPS #Alternative Investments #HighNetWorth
Experience
Private Wealth Advisor and Managing Principal
Feb 2018 — Present · Raleigh, NC, US
Private wealth management practice focused on financial planning, goals based investing and ongoing investment management. Starting with the financial planning process, which helps discover and identify investment objectives, we create custom investment plans for each client based on assets, goals and liquidity needs. Investing primarily in equity index strategies to achieve market performance and an active fixed income portfolio to manage risk and liquidity.
Education
Darla Moore School of Business at the University of South Carolina
Masters in Business Administration, Finance & Investments
2000 — 2002
University of North Carolina at Charlotte
BS, Business
1989 — 1995
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