Terry A. Simpson

Terry A. Simpson

Analyst

Terry A. Simpson, CFA,CAIA, Director, is BAI - Head of Wealth Strategy for the Americas. His responsibilities include driving BAI's strategic initiative to grow private market investments for Wealth clients in the region. This includes delivering numerous elements of our growing platform to Wealth channels through product development, education, training, portfolio construction and solutions designed to make private markets and alternative investments mainstream in advisor and wealth clients' portfolios. Additionally, he serves as the BAI Platform strategist conveying all aspects of BAI in order to raise the brand awareness of the platform.

 

Mr. Simpson's service with the firm dates back to 2004, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to moving to his current role, Mr. Simpson was a Head of Investment Governance & Insights for Client Portfolio Solutions (CPS). Prior to that, he was Multi-Asset Investment Strategist for BlackRock's Global Investment Strategy team, a division of the BlackRock Investment Institute where he conducted and related the Investment Strategy Team's research and investment views to key institutional and financial advisor clients and offered perspective on all asset classes - including equities, fixed income, commodities, foreign exchange and Multi-Asset strategies for investing. Prior to that he was a member of Taxable Fixed Income within Americas Fixed Income where he focused on multi-sector fixed income, global fixed income and emerging market debt. He began his career as a Senior Portfolio Specialist in the BlackRock's Private Investors division, a $100B separate managed account platform. He was responsible for portfolio management that provided standard and customized solutions to high net worth individuals and select institutional clients via equity, fixed income and multi-asset class solutions.

 

Mr. Simpson earned a BA and BS in Mathematics & Finance, respectively, from Marist College. He is a member of the New York Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) societies.