Terry Fant
Portfolio Manager-Equities at Raymond James & Associates, Inc. (Invt Mgmt)
Profile
Mr. Terrence V.
Fant is a Vice President of Investments at Raymond James & Associates, Inc. He specializes in financial planning for executives of public companies and addressing issues specific to them, such as stock option and equity compensation planning, planning around concentrated stock positions, pre-arranged sale plans, and block and specialty transactions.
Before joining Raymond James in March 2012, he was a senior vice president at Boenning & Scattergood in Conshohocken, Pennsylvania; a vice president at WR Hambrecht + Co. in Berwyn, Pennsylvania; and an assistant vice president at Hambrecht & Quist in San Francisco.
He earned a BSBA in accounting from Bucknell University.
Terry Fant active positions
| Companies | Position | Start |
|---|---|---|
Raymond James & Associates, Inc. (Invt Mgmt)
 Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Portfolio Manager-Equities | 2012-02-29 |
Former positions of Terry Fant
| Companies | Position | End |
|---|---|---|
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Corporate Officer/Principal | 2011-02-28 |
WR Hambrecht & Co. Ventures
 WR Hambrecht & Co. Ventures Investment ManagersFinance WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California. | Corporate Officer/Principal | 2009-01-01 |
Tekla Capital Management LLC
 Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Corporate Officer/Principal | - |
Tait Weller & Baker LLP
 Tait Weller & Baker LLP Miscellaneous Commercial ServicesCommercial Services Tait Weller & Baker LLP is an accounting and advisory firm with over 100 years of experience. The private company is based in Philadelphia, PA. The company aims to create opportunities for their clients and people. | Comptroller/Controller/Auditor | - |
Training of Terry Fant
| Bucknell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Tekla Capital Management LLC
Tekla Capital Management LLC Investment ManagersFinance Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund. | Finance |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
Tait Weller & Baker LLP
Tait Weller & Baker LLP Miscellaneous Commercial ServicesCommercial Services Tait Weller & Baker LLP is an accounting and advisory firm with over 100 years of experience. The private company is based in Philadelphia, PA. The company aims to create opportunities for their clients and people. | Commercial Services |
WR Hambrecht & Co. Ventures
WR Hambrecht & Co. Ventures Investment ManagersFinance WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California. | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |
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