CapVisor Associates, LLC
 Insurance Investment Advisory 
Executive Management
Carl E Terzer

Mr. Terzer was formerly the Director of the Insurance Advisory Group of Principal Global Investors where he was responsible for providing investment solutions to US statutory insurers as well as on and off-shore captives. Previously, Mr. Terzer was SVP and Marketing Director of the Insurance Asset Management Group of Brown Brothers Harriman and Co.

For more than 25 years he has focused his experience and expertise within the insurance industry holding various executive positions at Bankers Trust Company, Chase Manhattan Bank, U.S Trust and Met Life.

He is a frequent speaker at insurance industry conferences and is a regular contributor to leading media publications. Mr. Terzer is a graduate of Rutgers College and holds FINRA Series 7 and 66 designations.

 

Principal and Founder
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