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Terry Soffera

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Terry Soffera

Vice President - Global Head of Investment Performance | STP Investment Services

Collegeville, Pennsylvania, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Terry Soffera

Work Experience

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Vice President - Global Head of Investment Performance at

STP Investment Services

August 2023 - Present

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Senior Consultant at

Independant Consultant (Self Employed)

July 2019 - August 2023

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Vice President - Performance & Analytics at

State Street

March 2017 - April 2019

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Vice President - Head of Operations at

Archer

September 2013 - January 2017

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Consultant to Investment Advisories at

Consultant

January 2012 - September 2013

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Founding Partner, Chief Operating/Investment Officer, Managing Partner at

Sterling Asset Management Llc Formerly Valley Forge Advisorsvalley Forge Trust

January 2005 - January 2011

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Senior Portfolio Manager at

The Swarthmore

July 2003 - August 2005

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Founding Partner, Chief Operating Officer, Senior Portfolio Manager at

Providence Investment Advisors

April 2002 - July 2003

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Senior Vice President/Senior Portfolio Manager at

Rrz Investment Management

July 1998 - March 2002

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Senior Vice President/Senior Portfolio Manager at

Meridian Investment

January 1993 - January 1998

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Vice President - Convertible Bond Trader at

Dean Witter

January 1988 - January 1993

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Terry Soffera

Education

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

mail

********@statestreet.com

********@stpis.com

Colleagues

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Ryan Themig

Vice President, Systems & Performance

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Patrick Murray

Member of the Board of Advisors

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Sujit Shetty

Vice President

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Frank Farnesi

SVP, Head of Global Operations

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Kyle Marsden

Vice President Operations

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Spencer Hoffman

Board Member

Stephen A

VP Fund Services

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Keith Bradley

Chief Operating Officer

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David Likens

Vice President - Shared Services

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Jessica Cruz

SVP of Project Management

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