Joseph Terzo

Joe brings over a decade of diverse financial services experience across multiple sectors and companies. He earned his MBA from Northwestern University’s Kellogg School of Business and holds a BS in Finance from Indiana University’s Kelley School of Business. Most recently, Joe was a Principal at MHT Partners, a national middle-market investment bank focused on serving high growth companies. In this role, he developed and executed on various companies’ buy and build growth strategies. Joe’s primary sector experience resides in both business and healthcare services, with a focus on human capital-intensive businesses. Prior to that, Joe spent several years at Credit Suisse where he and his team managed over $2 billion of assets for both high-net-worth individuals and institutions. While at Credit Suisse, Joe and team were repeatedly recognized by Barrons as one of the country’s leading financial advisors. Prior to Credit Suisse, he served in the corporate finance function of Baxter International, an acute healthcare products company with over $10 billion in annual revenue. Joe is highly regarded within the industry for his collaborative ability to drive organizational alignment in support of key growth initiatives.