Terrence Gerlich
About Terrence Gerlich
Terrence Gerlich is the Managing Director at SEI in Oaks, PA, with over three decades of experience in portfolio management and investment strategy.
Title
Terrence Gerlich currently holds the title of Managing Director at SEI Investments in Oaks, PA. He has been with SEI since 2007, accumulating over 16 years of experience at the firm.
SEI Investments
At SEI Investments, Terrence Gerlich serves as the Managing Director. In this role, he oversees a global team of client investment strategists who manage over $100 billion in assets. His leadership has been integral to the firm's operations for more than 16 years, showcasing his long-term commitment and expertise in the field.
Previous Roles at Freedom Capital
Terrence Gerlich held several senior roles at Freedom Capital, where he worked from 1991 to 2007. He served as Managing Director, Senior Vice President, Senior Portfolio Manager, and Lead Portfolio Manager and Principal. During his tenure, he gained extensive experience in portfolio management and developed a deep understanding of investment strategies.
Education and Expertise
Terrence Gerlich holds a Juris Doctorate from Boston College Law School, complementing his Bachelor of Arts from Boston College. This educational background in law and liberal arts provides him with a unique perspective in the financial industry. His expertise in portfolio management and investment strategy spans over three decades, underpinned by his formal education.
Early Career at The Hannah Group
Earlier in his career, Terrence Gerlich worked at The Hannah Group. He held the position of Vice President from 1991 to 1993 and Investment Consultant from 1989 to 1991. These roles helped him build a strong foundation in investment consulting and portfolio management, contributing to his comprehensive industry experience.