Terril & Company Private Wealth Management
Terril & Company is a private wealth management company founded in 1979 by John “Joe” Terril. Since then, referrals from satisfied clients and third-party professionals have fueled virtually 100% of its growth. We continue to be a steadily growing firm with over 900 million in assets under management.
The company takes a highly personal approach to serving clients, which typically include high net worth individuals, trusts and private/corporate retirement plans.
Members of the Terril staff answer their own phones and truly offer close, personal service.
The investment selections Terril makes are based solely on their potential to produce positive, long-term returns for clients. The firm derives 100% of its revenue from client fees and 0% from commissions tied to the sale or purchase of securities.
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Terril & Company is an independent wealth management company founded in 1979 by John “Joe” Terril.
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John “Joe” Terril founded Terril & Co. in 1979. The independent wealth management firm currently oversees more than $725 million in trust, retirement plan, IRA and individual assets for clients in 30+ states. It also serves as an investment sub-advisor to the trust departments of banks, where it manages the portfolios of their high net worth clients.
Terril’s ability to clearly communicate investment themes and penetrating analysis of national and international business trends makes him a frequent contributor to local and national financial media. Credits include the St. Louis Business Journal, the St. Louis Post-Dispatch, the Wall Street Journal, Barron’s, USA Today, the Wall Street Transcript, Fox Business News, Reuters and the Associated Press.
Terril began his career in 1976 as an institutional account executive with a well-known Wall Street firm.
He holds a bachelor’s degree in economics with a minor in finance from the University of Illinois in Springfield.
David Carter leads research analysis at Terril, where he monitors the firm’s current holdings and directs its research on new investment ideas. He also helps manage client accounts and portfolios.
Carter’s advisory career spans 30 years, with a consistent focus on value investing.
Prior to joining Terril, Carter was affiliated with Wisconsin-based Milwaukee Company. After relocating to St. Louis in 1987, he was an investment advisor for the former Burns Pauli and for Huntleigh Advisors.
Carter holds a bachelor’s degree in finance from the University of Dayton in Dayton, Ohio.
Tricia joined Terril & Co. in 2012 as a research associate assisting the firm with investments and portfolio management. Currently, she is overseeing the back office operations
including compliance, human resources and reporting. Prior to joining Terril, she worked at Deloitte and Solutia Inc. in various financial roles. Tricia holds a bachelor’s degree in
liberal arts and a master’s degree in business administration from Southern Illinois University-Edwardsville. She is a registered investment advisor representative.
Brian Curtis designs business application software systems and oversees the IT infrastructure at Terril & Co.
Prior to joining Terril, Brian owned a technology consulting business that wrote custom software applications in support of the information technology function for financial service, consumer products and entertainment industries. He also wrote software for State Farm Insurance, AT&T, Boeing and Washington University.
Brian holds a master’s degree in Finance from Webster University in St. Louis and a bachelor’s degree in Management Information Systems.
