Terence Triantafillidis Headshot

Terence Triantafillidis

Client Reporting and Analytics Specialist

Terence studied finance at St. John’s University and currently leads the trading operations at the firm. Responsible for executing trades across multiple asset classes and optimizing trade efficiency, he brings a highly analytical mindset and a steady hand to every market decision. Known for a calm, focused approach, Terence is passionate about helping clients achieve long-term financial success through strategic, data-informed trading.

Having grown up in the Bay Area, he is a lifelong fan of the San Francisco Giants and 49ers. Outside of work, Terence bowls competitively in a local league and enjoys winding down with movies or video games. A firm believer in continuous growth, he applies the same love of analytics that drives professional success to one of his favorite pastimes—fantasy football, where digging into stats and trends is half the fun.

Always eager to learn and improve, Terence thrives in environments that reward curiosity, precision, and forward-thinking.