Terry Kin Chiu
Analyst-Equity at Capital Planning Advisors LLC
Profile
Mr. Terry K.
Chiu, CFA, is a Portfolio Manager & Vice President of Investment Research at Capital Planning Advisors LLC.
He has over 20 years of experience as a portfolio manager and research analyst.
Prior to joining Capital Planning Advisors as Vice President of Investment Research and Portfolio Manager, he was a Senior Vice President and Portfolio Manager in the Wealth Management division of Mechanics Bank since 1996.
He managed investment portfolios for high net worth individuals, families, trusts, small company retirement plans and non-profit organizations.
He also directed the investment team’s research and investment selection processes and managed Exchange Traded Fund Strategy Portfolios for bank clients.
Prior to joining Mechanics Bank, he was a research analyst at RCM Capital Management, an institutional money manager in San Francisco.
He also held research and institutional sales positions at Japan Capital Markets and Sanyo Securities in Tokyo and Hong Kong.
He holds Chartered Financial Analyst and Certified Financial Planner designations and is a member of the CFA Society San Francisco.
He earned his Bachelor of Social Science degree in Economics and Statistics from The University of Hong Kong, and his Master of Business Administration from Golden Gate University.
Terry Kin Chiu active positions
| Companies | Position | Start |
|---|---|---|
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Analyst-Equity | 2015-02-28 |
Former positions of Terry Kin Chiu
| Companies | Position | End |
|---|---|---|
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Corporate Officer/Principal | 1995-12-30 |
The Mechanics Bank Asset Management
 The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Chief Investment Officer | - |
Training of Terry Kin Chiu
| University of Hong Kong | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Mechanics Bank Asset Management
The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
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