Terrance Rebello Cfa

Terrance Rebello, CFA, CIPM, is a seasoned finance professional with extensive experience in investment research and portfolio management. Currently employed as a Senior Research Analyst at The Haverford Trust Company since July 2021, Terrance actively engages in due diligence for public and private market managers across various asset classes, meeting with over 200 managers annually and developing tools for manager assessment. Prior to this role, Terrance served as a Portfolio Manager at Drexel Morgan Capital Advisers, Inc., where responsibilities included investment manager analysis, macroeconomic research, and portfolio trading. Terrance's experience also encompasses roles at Morgan Stanley Investment Management, where contributions involved risk analysis, portfolio manager support, and performance improvement, as well as an intern position at Merrill Lynch Investment Managers focusing on mutual fund analysis. Terrance holds a BBA in Finance, Banking, and Investment from the University of Wisconsin-Madison.