Terry Pavlic
Chief Executive Officer at Pavlic Investment Advisors, Inc.
Profile
Mr. Terence V.
Pavlic, CFA MBA, is a President at Pavlic Investment Advisors, Inc. Mr. Pavlic founded Pavlic Investment Advisors in 1997.
He has over 34 years of investment management experience, including as a vice-president of a trust company, as a mutual fund manager and as an industry analyst covering banking, insurance, credit-card issuers, railroads, airlines, truckers and consumer goods companies.
Mr. Pavlic received his BS in Finance from Marquette University in 1982, his MBA in Finance from DePaul University in 1984 and his CFA Designation in 1987.
Terry Pavlic active positions
| Companies | Position | Start |
|---|---|---|
Pavlic Investment Advisors, Inc.
 Pavlic Investment Advisors, Inc. Investment ManagersFinance Pavlic Investment Advisors, Inc. (Pavlic) is an independent, privately-owned registered investment advisor headquartered in Delafield, Wisconsin. The firm was founded by Terence Pavlic in 1997. Pavlic provides discretionary investment management services and consultation services to individuals, trusts, estates, charitable organizations, corporations, pension plans and others with primary emphasis on stock and bond securities. | Chief Executive Officer | 1996-12-31 |
Former positions of Terry Pavlic
| Companies | Position | End |
|---|---|---|
Morgan Dempsey Capital Management LLC
 Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Analyst-Equity | - |
Hathaway-Nguyen Capital Management, Inc.
 Hathaway-Nguyen Capital Management, Inc. Investment ManagersFinance Founded by D. Rodney Hathaway and Terence Pavlic, Hathaway-Nguyen Capital Management, Inc. is a hedge fund company located in Delafield, Wisconsin. They have a second investment team in Ho Chih Minh City, Vietnam. | Founder | 2012-05-08 |
Training of Terry Pavlic
| DePaul University | Masters Business Admin |
| Marquette University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Finance |
Pavlic Investment Advisors, Inc.
Pavlic Investment Advisors, Inc. Investment ManagersFinance Pavlic Investment Advisors, Inc. (Pavlic) is an independent, privately-owned registered investment advisor headquartered in Delafield, Wisconsin. The firm was founded by Terence Pavlic in 1997. Pavlic provides discretionary investment management services and consultation services to individuals, trusts, estates, charitable organizations, corporations, pension plans and others with primary emphasis on stock and bond securities. | Finance |
Hathaway-Nguyen Capital Management, Inc.
Hathaway-Nguyen Capital Management, Inc. Investment ManagersFinance Founded by D. Rodney Hathaway and Terence Pavlic, Hathaway-Nguyen Capital Management, Inc. is a hedge fund company located in Delafield, Wisconsin. They have a second investment team in Ho Chih Minh City, Vietnam. | Finance |
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