Partner - New York
Terry has close to 30 years of experience in researching, writing and investing in software companies and was most recently the co-head of Technology Research & Fund Management at Oak Ridge Investments, where he directed and invested $2 billion in internet, cloud, security and SaaS. Prior to Oak Ridge, Terry was the sole manager of the Trebuchet Disruptive Technology Fund, a fund that targeted companies with new disruptive or status quo changing technologies within the sectors of SaaS, IT Services, Open Source Software, Virtualization and Social Networking. Prior to his roles as portfolio manager, Terry served as Partner and Senior Analyst at Furman Selz providing sell-side institutional research while also managing firm capital investing in companies within his area of coverage in the Software and Computer Services industry. Terry got his start in banking and gained industry experience at Kidder Peabody, Drexel Burnham and Dean Witter where he was ranked an All-Star Analyst following the Computer Software Services industry for ten consecutive years by Institutional Investor magazine. He graduated from Middlebury College with a Bachelor of Arts in Political Science and Economics.