Profile
Mr. Terry Geary is a Director-National Accounts at Astor Asset Management LLC.
Prior to this, Mr. Terry was an advisor at UBS and was a vice president for Churchill Management and First Trust Portfolios.
Mr. Terry Geary is a graduate from the University of Iowa with a BA in Finance.
He holds the series 7, 9, 10, 31, 63, and 65 licenses.
Former positions of Terry Geary
| Companies | Position | End |
|---|---|---|
Astor Asset Management LLC
 Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Corporate Officer/Principal | 2012-11-30 |
First Trust Portfolios
 First Trust Portfolios Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios is a Canadian company that develops financial products which it markets through brokerage firms. The company is based in Toronto, Canada. | Corporate Officer/Principal | - |
Churchill Management Corp.
 Churchill Management Corp. Investment ManagersFinance Churchill Management Corp. (Churchill) is an independent, SEC-registered independent investment advisor headquartered in Los Angeles, California. The firm was founded by Fred A. Fern in 1963. Churchill provides investment advice to individuals, trusts, pension plans, investment funds and other types of entities. | Corporate Officer/Principal | - |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Training of Terry Geary
| University of Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Astor Asset Management LLC
Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Churchill Management Corp.
Churchill Management Corp. Investment ManagersFinance Churchill Management Corp. (Churchill) is an independent, SEC-registered independent investment advisor headquartered in Los Angeles, California. The firm was founded by Fred A. Fern in 1963. Churchill provides investment advice to individuals, trusts, pension plans, investment funds and other types of entities. | Finance |
First Trust Portfolios
First Trust Portfolios Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios is a Canadian company that develops financial products which it markets through brokerage firms. The company is based in Toronto, Canada. | Finance |
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