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 manages all operational and administrative services.  She also assists with financial planning and reporting.

Grace earned a Bachelor of Science in Business Management from Fitchburg State University and is currently pursuing the CFP® Certification.

Susan began her career in wealth management at BNY Mellon, managing investment portfolios and building asset allocation strategies.  She then shifted to private equity fund finance and structured credit at both Wells Fargo and Bank of America Merrill Lynch.  She brings an extensive breadth of knowledge and experience to her role as a financial advisor for Archer Bay Capital, returning to her roots in wealth management.

Susan earned her MBA from the College of William & Mary and BA in International Studies from the University of North Carolina, Chapel Hill.  She also has a Masters of Global Management from the Thunderbird School of Global Management.  She is currently pursuing the Certified Financial Planner designation.

Outside of work, Susan enjoys traveling, spending time with her nieces and nephews, being outdoors, and supporting non-profits focused on children’s education, mental health, and animal welfare.