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MTP
ASSOCIATES
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Michael Terry, CFP®
is the founder and President of
MTP Advisors, LLC. Michael earned his CFP designation in 1995 while working as Editorial Financial Manager for
Money Magazine. After a 20 year career in the magazine business, including stints at
People Magazine,
Time Magazine and 10 years at
Money Magazine, Michael began to work full time as a fee-only financial adviser at FAM Corporation in Manhattan. In 2006 he founded Michael Terry Planning in Maspeth Queens in order to serve a broader spectrum of clientele and to fulfill a need for community service. Michael brings his expertise to bear on early retirement strategies, asset allocation and mutual fund strategies, College Planning, and general financial planning. He has an MBA from NYU, and a Bachelor of Music and Master of Music from the University of Memphis. He is currently the President of the Maspeth Chamber of Commerce and Past Distinguished President of the Kiwanis Club of Maspeth. He served as Lt. Governor of the Queens West Division of Kiwanis International for the 2011-2012 fiscal year.He has served on the executive boards of several Parent Associations and as a Cub Master for Pack 365 and Assistant Scout Master for Troop 45 in Maspeth. He enjoys Bird Watching, Camping, Opera, Baroque and Classical Music as well as Jazz and other forms of music. His wife, Lisa, is a well-known Baroque Musician, featuring the cello and Viola da Gamba. Together they have two college age sons. |
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Elizabeth Cox, CFP® has more than 20 years experience in the financial markets, including
12 years in international bond and equity trading for
such prestigious organizations as Deutsche Bank and ING Securities.
She spent an additional 4 years as a financial advisor with Raymond James Financial Services.
Elizabeth
holds a Master's Degree in International Finance from Columbia University in
addition to her CFP® designation. She is an Enrolled Agent with the IRS and a Certified Divorce Financial Analyst (CFDA®), trained as a divorce and marital mediator and financial specialist in the
Collaborative Divorce process.
She
is the founder of Cox Financial Services, LLC (CFS), a fee-only financial planning and Registered Investment
Advisory firm in Westport,
Connecticut
and
offers clients asset management services through the
MTP Advisors Solutions Group.
More about Elizabeth Cox |
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Gigi Turbow Marx's
dynamic career has contributed both breadth and depth to her financial expertise.
Since earning her BA in Economics from the University of Michigan with honors, and an MBA in Finance from Columbia University, her professional engagements have spanned
over thirty years' in
the capital markets.
There are few market conditions she has not witnessed first hand, whether seen from the perspective of
a currency advisor to corporate clients of Citibank and Bank of America; an investment banker, structuring municipal bonds and
related credit ratings analyses presented to Moody's and S&P; or an investor relations consultant for a number of
publicly traded companies.
An early advocate of
asset allocation research,
Ms. Turbow Marx was also quick to adapt institutional tools for managing valuation risks to the oversight of individual portfolios.
She contributed a timely piece on hedging investment risks with listed options to Wiley Publishing's 2008
book,
Investing
in an Uncertain Economy for Dummies
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Ms. Turbow Marx has joined MTP Advisors as an Associate and Director of the
MTP Advisors Solutions Group.
She specializes in working with clients with
concentrated holdings of
employer equity compensation or
low basis stock, and with distribution portfolios.
More about Gigi Turbow Marx
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Jason Lampert studied English and Psychology at the
University of
Florida in the early 90s.
He soon found his passion for helping people solve their problems and work more efficiently, first working in the college computer labs, then as an IT consultant, and ultimately as a corporate IT specialist.
While employed with
ING Investment Management, he obtained a Cisco Certified Network Associate (CCNA) certification, and led a multi-year national IT rollout project. Getting married, and working for a large financial services firm sparked an intense interest in personal finance and investing, and prompted a decision to return to college.
He received a BS in Business/Finance from CUNY's School of Professional Studies in 2010.
His interest in financial and life planning led him to pursue the Certified Financial Planner™ designation.
After passing the CFP® exam, he realized that his passion for providing accessible, unbiased, and affordable life and financial advice was absolutely the direction he wanted to go.
He has joined the Garrett Planning Network, where he met serious planners with the same passion for making financial planning available to everyone. This led him to his current affiliation with MTP Advisors, also a Garrett Planning Network member. Jason believes the two most important questions everyone faces are “What do you want to do with your life?” and “how are your current choices going to affect your life in the future?” As a financial life planner, he facilitates an ongoing discussion with his clients, examining and aligning their actions with their goals and values.
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