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Carl Terzer profile image

Carl Terzer

Principal at CapVisor Associates, LLC
Intro Book
Seasoned finance expert with 30+ years of experience in asset management, investments, and insurance.
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Location
Atlanta Metropolitan Area, US
Skills
  • Asset Management
  • Asset Allocation
  • Investments
  • Fixed Income
  • Alternative Investments
  • Show all
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Bio

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Carl Terzer is a seasoned finance professional with 30+ years of experience in asset management, investments, and insurance. He has held senior roles at prominent firms, including Principal Global Investors and Bankers Trust Company. Terzer has also founded and consulted for CapVisor Associates, LLC, and has designed curriculum for the International Center for Captive Insurance Education (ICCIE). He holds a BA in Economics & Business Administration from Rutgers, The State University of New Jersey-New Brunswick.

Experience

  • CapVisor Associates, LLC
    • Gainesville, GA
    • Principal
      • Oct 2008 - Present
      • Gainesville, GA

      Founder and Senior Consultant working with US and non-US Insurance entitles,as an extension of their executive management team, in the capacity of a "Rent-a -CIO" or Investment Adviser. Optimizing client investment programs by improving plan design and documentation, optimizing strategic and tactical asset allocation, selecting "best fit" investment managers and analyzing efficacy of manager and overall plan performance on a risk-adjusted basis.

  • International Center for Captive Insurance Education (ICCIE)
    • United States
    • E-learning
    • 1 - 100 Employee
    • Board Member
      • Sep 2018 - Present

    • Course Designer & Instructor - Investments and Captives
      • Mar 2010 - Present

      Investment instructor and designer of curriculum for "Investments and Captives", a Core course for achieving the ACI designation (Associates of Captive Insurance) offered by the International Center for Captive Insurance Education (ICCIE) For more information:http://www.iccie.org/course-catalog/electives/InvestmentsCaptives.shtml

  • Captive Insurance Council of the District of Columbia
    • Washington, DC
    • Member, Board Of Directors
      • Mar 2017 - Present
      • Washington, DC

  • Principal Global Investors
    • New York City
    • Director - Insurance Advisory Group
      • Oct 2006 - Sep 2008
      • New York City

  • Brown Brothers Harriman & Co.
    • New York City
    • SVP & Marketing Director - Insurance Asset Management Group
      • Aug 1999 - Oct 2006
      • New York City

  • Bankers Trust Company
    • New York City
    • Managing Director
      • Sep 1996 - Sep 1998
      • New York City

      Senior Banker to insurance industry clients.overseeing marketing and implementation of cash, securities services and risk management products to the insurance industry.

  • J.P. Morgan/Chase
    • New York City
    • Regional Vice President
      • Jan 1995 - Sep 1996
      • New York City

      Responsible for marketing securities services to the insurance industry

  • US Trust
    • New York City
    • Vice President
      • Sep 1988 - Dec 1995
      • New York City

      Responsible for marketing securities services to the insurance industry

  • Bankers Trust Company
    • New York City
    • Vice President
      • Feb 1985 - Sep 1988
      • New York City

      Responsible for marketing securities services to the insurance industry

Education

  • 1976 - 1980
    Rutgers, The State University of New Jersey-New Brunswick
    BA, Economics & Business Administration

Suggested Services

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Industry Focus. “Asset Management”

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