Terry JackChief Investment Officer
Mr. Jack is a Wisconsin native and has resided in the Fox Valley since 1981. He received his Bachelor of Business Administration in Accounting from St. Norbert College. He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.
Terry worked locally in the Trust Industry for more than 25 years. He has experience as a Trust Officer, Regional Vice President and Portfolio Manager responsible for managing portfolio for high net worth families, private foundations, endowments and retirement plans. Prior to forming Sugar Maple Asset Management, LLC., he served as Chief Investment Officer for a northeastern Wisconsin based bank.
Commentary
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Market Commentary April 2024
The first quarter of 2024 was similar to calendar year 2023 as far as the financial markets are concerned. Much talk about Artificial Intelligence (AI) with little impact on profitability and higher PE ratios for many technology companies. At some point companies must monetize their large AI investments and link them to greater earnings to
May 15, 2024 -
Market Commentary January 2024
What a difference a year makes. We’re not sure if we should title this commentary the 2023 year in review or the year of The Magnificent Seven. Now we’re not talking about the classic 1960 movie The Magnificent Seven with Yul Brynner and Steve McQueen but rather the seven stocks that accounted for a disproportionately
January 23, 2024