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MTP
ASSOCIATES
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Michael Terry, CFP®
is the founder and President of
MTP Advisors, LLC. Michael earned his CFP designation in 1995 while working as Editorial Financial Manager for
Money Magazine. After a 20 year career in the magazine business, including stints at
People Magazine,
Time Magazine and 10 years at
Money Magazine, Michael began to work full time as a fee-only financial adviser at FAM Corporation in Manhattan. In 2006 he founded Michael Terry Planning in Maspeth Queens in order to serve a broader spectrum of clientele and to fulfill a need for community service. Michael brings his expertise to bear on early retirement strategies, asset allocation and mutual fund strategies, College Planning, and general financial planning. He has an MBA from NYU, and a Bachelor of Music and Master of Music from the University of Memphis. He is currently the President of the Maspeth Chamber of Commerce and Past Distinguished President of the Kiwanis Club of Maspeth. He has served on the executive boards of several Parent Associations and is also a proud Assistant Scout Master for Troop 45 in Maspeth. |
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Elizabeth Cox, CFP® has more than 20 years experience in the financial markets, including
12 years in international bond and equity trading for
such prestigious organizations as Deutsche Bank and ING Securities.
She spent an additional 4 years as a financial advisor with Raymond James Financial Services.
Elizabeth
holds a Master's Degree in International Finance from Columbia University in
addition to her CFP® designation. She is an Enrolled Agent with the IRS and a
Certified Divorce Financial Analyst (CFDA®), trained as a divorce
and marital mediator and financial specialist in the
Collaborative Divorce process.
She
is the founder of Cox Financial Services, LLC (CFS), a fee-only financial planning and Registered Investment
Advisory firm in Westport,
Connecticut
and
offers clients asset management services through the
MTP Advisors Solutions Group.
More about Elizabeth Cox |
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Gigi Turbow Marx's
dynamic career has contributed both breadth and depth to her financial expertise.
Since earning her BA in Economics from the University of Michigan with honors, and an MBA in Finance from Columbia University, her professional engagements have spanned
over thirty years' in
the capital markets.
There are few market conditions she has not witnessed first hand, whether seen from the perspective of
a currency advisor to corporate clients of Citibank and Bank of America; an investment banker, structuring municipal bonds and
related credit ratings analyses presented to Moody's and S&P; or an investor relations consultant for a number of
publicly traded companies.
An early advocate of
asset allocation research,
Ms. Turbow Marx was also quick to adapt institutional tools for managing valuation risks to the oversight of individual portfolios.
She contributed a timely piece on hedging investment risks with listed options to Wiley Publishing's 2008
book,
Investing
in an Uncertain Economy for Dummies
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Ms. Turbow Marx has joined MTP Advisors as an Associate and Director of
the
MTP Advisors Solutions Group.
She specializes in working with clients with
concentrated holdings of
employer equity compensation or
low basis stock, and with distribution portfolios.
More about Gigi Turbow Marx
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