Terri's tenure spans a quarter-century earning top performance marks stewarding billions of dollars at some of the largest investment shops, including Franklin Templeton Investments and Mercer Advisors. She brings the expertise that comes with managing money through the late '90s tech boom and bust, the 2007 recession, and the longest bu
Terri's tenure spans a quarter-century earning top performance marks stewarding billions of dollars at some of the largest investment shops, including Franklin Templeton Investments and Mercer Advisors. She brings the expertise that comes with managing money through the late '90s tech boom and bust, the 2007 recession, and the longest bull market on record that ran from 2009 to 2020.
A renowned expert, Terri is a regular guest on CNBC and Bloomberg TV and a sought-after industry speaker. She was named a "Top 10 Inspiring Women of 2022" by Industry Era Magazine and was shortlisted by the Women in Asset Management awards in 2019. Terri has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.
Prior to forming Zuma Wealth, Terri was a Chief Investment Officer at two large RIAs. She also spent a dozen years at Franklin Templeton as a portfolio manager and analyst. Terri launched her career with roles at one of the largest investment banks on Wall Street in New York and at Fidelity Investments in Boston.
Terri's real-world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University, and an AB in Economics with Honors from the University of Michigan.
Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.
Dr. Steele brings you a brilliant strategic mind to help you visualize your wealth goals and define the steps for reaching them. Kevin contributes to Zuma Wealth the belief that a holistic wealth management approach is the best one for your success. He delivers the white glove service you deserve.
Dr. Steele's investment success is long
Dr. Steele brings you a brilliant strategic mind to help you visualize your wealth goals and define the steps for reaching them. Kevin contributes to Zuma Wealth the belief that a holistic wealth management approach is the best one for your success. He delivers the white glove service you deserve.
Dr. Steele's investment success is long and storied. For instance, he bought Nike stock in 1986, researching the idea after he completed the very first LA marathon and noticed hundreds of runners wearing a then-unheard brand of shoes with a "swoosh" logo. In true Warren Buffet style, Kevin bought what he understood - a massive trend to fitness and health. He still owns those Nike shares today.
Among his past experiences, Dr. Steele counts senior executive leadership positions at PTA Global, Life Time Fitness, 24 Hour Fitness and Bally Fitness. He is a sought out speaker and expert on the benefits of exercise and nutrition and excels at creating connection between wealth and health.
Dr. Steele earned his PhD from Columbia University following undergraduate work at Pepperdine University where he is an active alum mentoring students and leading a Board. He has competed in 4 Ironman Championship events, counts the first 10 Los Angeles marathons among his 25 marathon finishes, and placed 5th on a cycling team in the Race Across America contest.
Terri's efforts to educate and assist women with their wealth earned her top accolades.
In a follow-up to the cover story Business Insider profiling Terri Spath, the esteemed financial publisher continues its coverage.
Investing Advice for Volatile Markets: Terri Spath, Zuma Wealth (businessinsider.com)
In this May 2024 TV appearance, I speak with Bloomberg anchors our views on the Fed's next move, earnings and how we are positioned in the current.
It's summer. Who has the desire to watch anything inside? Instead check out this podcast out on a walk -
https://www.bloomberg.com/news/audio/2024-06-27/bloomberg-daybreak-asia-the-yen-s-tumble-podcast
Terri hops on Bloomberg TV to discuss 2024 and the possibility of messy, but productive, markets.
https://www.bloomberg.com/news/videos/2024-01-18/zuma-wealth-s-spath-on-markets-strategy-video
As the November stock market continues to move higher, Terri talks with the anchors of Bloomberg TV about how to position into the end of 2023.
https://www.bloomberg.com/news/videos/2023-11-23/zuma-wealth-s-spath-on-us-markets-video
Stocks and bonds continue to disturb investors. Terri sheds some light on what to do with anchors Shery Ahn and Haidi Stroud-Watts.
https://www.bloomberg.com/news/videos/2023-09-13/zuma-wealth-s-spath-on-us-markets-video
It's always upbeat and interesting to talk money with Chuck Jaffe.
In-depth interview on The Meb Faber Show, home to the bestselling author, entrepreneur, and investment fund manager.
Catch the entire interview on Bloomberg TV here:
https://www.bloomberg.com/news/videos/2023-01-25/zuma-wealth-cio-spath-on-markets-video
Terri is a sought out expert and has been quoted in hundreds of articles in the financial press. https://www.kiplinger.com/investing/stocks/stocks-to-buy/601756/where-to-invest-in-2021
We enjoyed an entertaining, thoughtful and productive conversation with Andrew Stotz, host of the wildly popular podcast: My Worst Investment Ever.
Cover story in the magazine, Citywire - a media group covering the global asset management industry.
We enjoyed an in-depth discussion of Terri's career in this podcast with the hosts at the widely admired industry powerhouse, XY Planning. https://www.xyplanningnetwork.com/podcast-blog/mastering-the-ria-transition-from-cio-to-successful-founder
Catch the entire interview on Bloomberg TV here:
Interview at the industry's go-to RIA Channel.
https://www.riachannel.com/sierra-investment-managements-spath-on-preserving-wealth/
Terri is a sought out expert and has been quoted in hundreds of articles in the financial press. https://www.kiplinger.com/investing/stocks/stocks-to-buy/601756/where-to-invest-in-2021
We enjoyed an entertaining, thoughtful and productive conversation with Andrew Stotz, host of the wildly popular podcast: My Worst Investment Ever.
Cover story in the magazine, Citywire - a media group covering the global asset management industry.
Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.
Clients received monthly letters with detail about their accounts and their performance. Here we offer you the general letter.
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