Terry Bilkey, CFA, Senior Consultant and a founder of BilkeyKatz, has applied his more than three decades of investment consulting experience on behalf of the Firm’s clients. His consulting career began with Butcher & Singer’s Fiduciary Consulting Group. After having become a partner with the successor firm, Terry managed more than 50 client relationships. Further, while employed at Advanced Investment Management, he worked on developing another alpha source for enhanced indexation. Today, Terry serves as Chairman of the Investment Committee for the Blood Science Foundation. He has served as an expert witness, published numerous articles in industry publications, and appeared as a gue


Terry Bilkey
Senior Consultant and Founder
BilkeyKatz Investment Consultants Inc
United States, Pennsylvania, Pittsburgh
About Me
Profile Information
Senior Consultant and Founder
BilkeyKatz Investment Consultants Inc
Investment Team
Investor
Consultant
Pittsburgh
Pennsylvania
United States
Jun 25, 2024
Keylinks
More profiles to browse

Darrin Duda
Partner, Principal & Senior Consultant
JK
Jerry Katz
Senior Consultant and Co-founder

Patrick Fisher
Partner and Senior Consultant
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson