Terry Kitson

Terry Kitson has a diverse work experience spanning over several years. In 1994, they began their career as a Client Relations Consultant at T. Rowe Price, where they conducted participant meetings for 401(k) Century Plan clients and provided analytical support for sales efforts. In 1998, they joined Diversified Investment Advisors as a Director, responsible for selecting and overseeing investment managers for pension plan clients. In 2008, they moved to Paradigm Asset Management, where they managed client relationships, assessed portfolio risk profiles, and acted as a liaison with C-level officers and pension boards. In 2016, Terry worked as a Licensed Loan Originator at Homestead Funding Corp., before joining Amalgamated Bank in 2017 as a Vice President in Residential Lending.

Terry Kitson attended Northeastern University from 1991 to 1994, where they obtained a Bachelor of Science degree in Management Science from the College of Business Administration. Prior to attending university, Terry Kitson graduated from Corning East High School. Additionally, in May 2007, Terry Kitson obtained the CAIA certification from the Chartered Alternative Investment Analyst institution.