Terry Nilsen

About Terry Nilsen

With over 36 years of experience in the investment industry, Teresa (Terry) Nilsen is the President and Chief Operating Officer at Hennessy Advisors, Inc, a publicly traded investment management firm that offers a range of products, including mutual funds and ETFs. She is also the Executive Vice President and Treasurer at Hennessy Funds. Terry is an oversees the operations, finance, portfolio management, marketing and corporate governance of the company. She has been instrumental in the growth and success of Hennessy Advisors, Inc, contributing to its acquisitions, mergers, partnerships with other firms, and integral in it\'s organic growth. She also supports the company\'s mission to provide high-quality and diversified investment products and services to its clients, and to create value for its shareholders. Terry is a passionate and dedicated leader who brings diverse perspectives and experiences to the team, and who strives to foster a culture of excellence, integrity, and innovation at Hennessy Advisors, Inc.

Experience

1. Executive Vice President & Treasurer

   Hennessy Funds

   Sep 1989 — Present

Education

• University of California, Davis

  B.A.

  1983 — 1988

Skills

• Asset Management
• Series 63
• Investments
• Securities
• Leadership
• Wealth Management
• Marketing Strategy
• Financial Services
• Equities
• Financial Analysis
• Finance
• Asset Allocation
• Mutual Funds
• Portfolio Management
• Asset Managment
• Management
• Investment Advisory
• Series 7
• Investment Management
• Investment Strategies
• Alternative Investments