Gender Male
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Terry Bilkey, CFA, Senior Consultant and a founder of BilkeyKatz, has applied his more than three decades of investment consulting experience on behalf of the Firm’s clients. His consulting career began with Butcher & Singer’s Fiduciary Consulting Group. After having become a partner with the successor firm, Terry managed more than 50 client
relationships. Further, while employed at Advanced Investment Management, he worked on developing another alpha source for enhanced indexation.
Today, Terry serves as Chairman of the Investment Committee for the Blood Science Foundation. He has served as an expert witness, published numerous articles in industry publications, and appeared as a guest speaker at various industry events.
