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Terri Spath joins Sierra Investment Management as CIO

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Sierra Investment Management has appointed Terri Spath as Chief Investment Officer. She reports to Dave Wright and Ken Sleeper, Co-Founders and Managing Directors of Sierra.

"We're delighted that Terri Spath has joined the Sierra investment team. She's a highly talented professional who will make our team even stronger," says Wright. "Terri has experience investing across multiple asset classes for risk mitigation and return opportunities. More importantly, she views capital preservation and long term-returns as primary objectives. This makes her a great fit with Sierra and our client base."
 
Spath will have a range of investment strategy responsibilities including market and economic analysis, portfolio allocation and building client solutions.
 
Spath was most recently with Mercer Advisors. Prior roles include nearly 20 years of investment experience managing public and private equity and debt at top-tier firms including Franklin Templeton Investments, RSF Capital Management and Fidelity Investments. Spath received an MBA in Finance from Columbia Business School and an AB in Economics and Psychology from the University of Michigan. She has also earned the CFP certification and is a CFA charterholder.
 

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