Joseph Terzo

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Finance

Consumer Services

Profile

Mr. Joseph Terzo is Financial Analyst at HighTower Advisors LLC.
Prior to joining HighTower in August 2012, Mr. Terzo was employed as an Analyst by Credit Suisse Securities.
Mr. Terzo earned his Bachelor's degree in Finance from Indiana University's Kelley School of Business.
He is a member of several committees, including the Investment Management Club and the Institute of Certified Management Accountants.
He is holding the accreditation of Certified Management Accountant (CMA).

Former positions of Joseph Terzo

Companies	Position	End
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/07/2012
Hightower Advisors LLC Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm.	Analyst-Equity	-

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Training of Joseph Terzo

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Linked companies

Private companies	3
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hightower Advisors LLC Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm.	Finance