Terri Spath, CFA, CFP®

Chief Investment Officer, Portfolio Manager

Ms. Spath is Chief Investment Officer and Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management. She joined Sierra in 2015 and is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. Terri previously served as Deputy Chief Investment Officer at Mercer Global Advisors. Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments and RSF Capital Management.

Terri holds the Chartered Financial Analyst and the CERTIFIED FINANCIAL PLANNERâ„¢ designations. She earned an MBA from Columbia Business School and an AB from the University of Michigan.

Terri Spath