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Terry Soffera
Terry Soffera
Vice President - Global Head of Investment Performance | STP Investment Services
Collegeville, Pennsylvania, United States
Terry Soffera
Summary
Terry Soffera is a seasoned investment professional with extensive leadership experience in the financial services industry. Currently serving as Vice President and Global Head of Investment Performance at STP Investment Services, Terry has held pivotal roles in various investment firms, showcasing a strong expertise in alternative investments, asset management, and performance analytics. As a founding partner of multiple investment advisory firms, he has demonstrated an exceptional ability to manage portfolios and drive growth, particularly in fixed income markets. Terry possesses a robust educational background with a Bachelor of Science from Kutztown University and further studies at Lehigh University. His innovative mindset and adept problem-solving skills have enabled him to navigate complex financial landscapes effectively. With a proven track record in relationship building and performance management, he excels in leading teams and delivering results in dynamic environments. Terry is based in the Philadelphia metro area and is open to travel as needed.
Terry Soffera
Work Experience
Vice President - Global Head of Investment Performance at
STP Investment Services
August 2023 - Present
Senior Consultant at
Independant Consultant (Self Employed)
July 2019 - August 2023
Vice President - Performance & Analytics at
State Street
March 2017 - April 2019
Vice President - Head of Operations at
Archer
September 2013 - January 2017
Consultant to Investment Advisories at
Consultant
January 2012 - September 2013
Founding Partner, Chief Operating/Investment Officer, Managing Partner at
Sterling Asset Management Llc Formerly Valley Forge Advisorsvalley Forge Trust
January 2005 - January 2011
Senior Portfolio Manager at
The Swarthmore
July 2003 - August 2005
Founding Partner, Chief Operating Officer, Senior Portfolio Manager at
Providence Investment Advisors
April 2002 - July 2003
Senior Vice President/Senior Portfolio Manager at
Rrz Investment Management
July 1998 - March 2002
Senior Vice President/Senior Portfolio Manager at
Meridian Investment
January 1993 - January 1998
Vice President - Convertible Bond Trader at
Dean Witter
January 1988 - January 1993
Terry Soffera
Education
Kutztown University of Pennsylvania, Bachelor Of Science (Bs)
Frequently Asked Questions about Terry Soffera
What is Terry Soffera email address?
Terry Soffera's primary email address is ********@statestreet.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Terry Soffera work for?
Terry Soffera is a Vice President - Global Head of Investment Performance at STP Investment Services, a company specializing in Monetary Authorities-Central Bank.
Where Terry Soffera graduated from?
Terry Soffera holds a degree in from Kutztown University of Pennsylvania.
How can I directly contact Terry Soffera?
To contact Terry Soffera directly, you can use the email address ********@statestreet.com. Complete contact information is available upon registration with Muraena.
Who is Terry Soffera?
Terry Soffera is a seasoned investment professional with extensive leadership experience in the financial services industry. Currently serving as Vice President and Global Head of Investment Performance at STP Investment Services, Terry has held pivotal roles in various investment firms, showcasing a strong expertise in alternative investments, asset management, and performance analytics. As a founding partner of multiple investment advisory firms, he has demonstrated an exceptional ability to manage portfolios and drive growth, particularly in fixed income markets. Terry possesses a robust educational background with a Bachelor of Science from Kutztown University and further studies at Lehigh University. His innovative mindset and adept problem-solving skills have enabled him to navigate complex financial landscapes effectively. With a proven track record in relationship building and performance management, he excels in leading teams and delivering results in dynamic environments. Terry is based in the Philadelphia metro area and is open to travel as needed.
Terry`s contact details
********@statestreet.com
********@stpis.com
Colleagues
Vice President, Systems & Performance
Member of the Board of Advisors
Vice President
SVP, Head of Global Operations
Vice President Operations
Board Member
VP Fund Services
Chief Operating Officer
Vice President - Shared Services
SVP of Project Management