Stephen Terry was Promoted as Chief Financial Officer at Horizon-Investments

Date of management change: November 23, 2021 

What Happened?

Charlotte, NC-based Horizon-Investments Promoted Stephen Terry as Chief Financial Officer

 

About the Company

Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients` wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That`s why Horizon`s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.

 

About the Person

Stephen Terry is Chief Financial Officer at Horizon Investments. Previously, Stephen held various senior HR leadership roles in the industry.

 

Info Source

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