Teri Hollander Albin

About Teri Hollander Albin

Teri earned her BS Degree from the IU Kelley School of Business and MBA Degree in Finance from the University of Evansville. She joined Hilliard Lyons (now Baird) after a successful 10-year consulting and treasury management career in the consumer finance industry. As a Partner with The Hollander Group, Teri is passionate about helping clients and their families build wealth, secure their futures and accomplish their dreams. She values continuing education and has completed the Security Industry Institute course of study at the Wharton School at the University of Pennsylvania and is a Registered Investment Advisor Representative. She has earned certificates as a Certified Investment Management Analyst professional (CIMA®), Certified Private Wealth Advisor professional (CPWA®) and Certified Financial Planner professional (CFP®). She is active in the private wealth industry as a member of the Investment and Wealth Institute CPWA® Commission and the Investment & Wealth Institute\'s (formerly IMCA) Ethics Board. She enjoys sharing her time and talents within the community to enhance lives and improve the space that we all share by serving on a variety of community boards and committees. She is Past President of the Rotary Club of Evansville as well as Past Board President of the Junior Achievement of SW IN, Lampion Center and the Catholic Foundation of SW IN. In 2005, Teri was honored by the Diocese of Evansville and St. John the Baptist Catholic Parish with the Simon Brute Award for service to her parish. She enjoys travel, family time and staying active and has participated in numerous local and national running events including full and half marathons. Teri, her husband Dave, and their three children call Newburgh, IN home.

Experience

1. Director, Financial Advisor Cfp, Cima, Cpwa the Hollander Group

   Baird

   Oct 2019 — Present · Evansville, IN

   As a family business, The Hollander Group is particularly attuned to the financial needs of high-net-worth families throughout our community. We understand your needs, challenges, and goals, because we have complex lives and family goals as well. Our job is to employ the most sophisticated advanced planning strategies on your behalf, allowing your decisions and actions in these matters to become simple. Our goal as your trusted financial partner is to make managing your wealth and well-being as easy as possible for you. With our commitment to continued education in advanced planning strategies, we are always in a position to take advantage of the latest strategies and opportunities in wealth management.We pride ourselves on the strong, professional relationships we have built with the families we serve. With nearly 80 years of combined wealth management experience, our primary satisfaction remains helping multi-generational families build strong, secure futures and create lasting legacies.

Education

• University of Evansville

  MBA, Finance

  1988 — 1992

• Wharton School, University of Pennsylvania

  Security Industry Institute

  2005 — 2007

• The University of Chicago - Booth School of Business

  Executive Education programs for Investments and Wealth Institute CIMA® and CPWA® certifications.

  2012 — 2014

• Indiana University - Kelley School of Business

  BS, Decision Sciences

  1984 — 1988