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Profil
Mr. Terence S.
Greene is a President at Capital Counsel LLC.
He has over 31 years of investment experience.
Prior to co-founding Capital Counsel in 1999, Mr. Greene began his career with Train Smith Counsel in 1990 where he was an Investment Analyst and a Portfolio Manager.
He became a partner in the firm in 1995.
Mr. Greene earned a BBA degree from the University of Vermont and an MBA in Finance from the Stern School of Business at New York University.
Postes actifs de Terence Sean Greene
| Sociétés | Poste | Début |
|---|---|---|
Capital Counsel LLC
 Capital Counsel LLC Investment ManagersFinance Capital Counsel aims to help their clients achieve their financial goals by carefully investing in equities that will preserve and grow their wealth. The firm manages concentrated portfolios of large-cap and mid-cap companies based in the US, or with large US operations. They choose these stocks from ideas generated through the investment team’s in-depth, bottom-up research efforts. Their disciplined investment process requires them to focus on how management runs their company. | Fondateur | 01/01/1999 |
Anciens postes connus de Terence Sean Greene
| Sociétés | Poste | Fin |
|---|---|---|
Train, Babcock Advisors LLC
 Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Corporate Officer/Principal | 30/06/1999 |
Formation de Terence Sean Greene
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Train, Babcock Advisors LLC
Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Finance |
Capital Counsel LLC
Capital Counsel LLC Investment ManagersFinance Capital Counsel aims to help their clients achieve their financial goals by carefully investing in equities that will preserve and grow their wealth. The firm manages concentrated portfolios of large-cap and mid-cap companies based in the US, or with large US operations. They choose these stocks from ideas generated through the investment team’s in-depth, bottom-up research efforts. Their disciplined investment process requires them to focus on how management runs their company. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
