Before starting Archer Bay Capital, Terri spent twenty-five years managing money for large institutions – banks, insurance, pensions, endowments, and mutual funds. She knew the investment process used by these firms worked for individual investors as well, but too often she saw individual portfolios that were overly complex, with sub-par investment returns and a lack of transparency. Terri started Archer Bay Capital to offer the personal financial advice and solid investment performance that she saw was missing - in a cost-effective way.

Terri earned an MBA from Cornell University, a BA from The Ohio State University, and is a Chartered Financial Analyst. 

Community involvement is important to Terri and she has served on the Board of the Big Sister Association of Greater Boston for more than 10 years in addition to supporting numerous charities focused on social services, children, and animal welfare.

Grace joined Archer Bay Capital from the banking side of the business, most recently at Bank of America where she served as a client liaison and relationship manager for four years. Grace assists with all administrative services and with financial planning and reporting.

Grace earned a Bachelor of Science in Business Management from Fitchburg State University.