Terry A. Simpson, CFA, CAIA, Director, is a senior portfolio manager in the Multi-Debt Solutions business, a division of the Global Private Debt platform. He is responsible for managing the Diversified Private Debt Fund and multi–Private Debt investment solutions.
Mr. Simpson's service with the firm dates back to 2004, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Previously, he was BlackRock Alternative Investor's (BAI) Head of Wealth Strategy for the Americas. Prior to that, he was a Multi-Asset Investment Strategist for BlackRock's Global Investment Strategy team, a division of the BlackRock Investment Institute where he conducted and related the Investment Strategy Team's research and investment views to key institutional and financial advisor clients and offered perspective on all asset classes - including equities, fixed income, commodities, foreign exchange and Multi-Asset strategies for investing. Prior to that he was a member of Taxable Fixed Income within Americas Fixed Income where he focused on multi-sector fixed income, global fixed income and emerging market debt. He began his career as a Senior Portfolio Specialist in the BlackRock's Private Investors division, a $100B separately managed account (SMA) platform. He was responsible for portfolio management that provided standard and customized solutions to high net worth individuals and select institutional clients via equity, fixed income and multi-asset class solutions.
Mr. Simpson earned a BA and BS in Mathematics & Finance, respectively, from Marist College. He is a member of the New York Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) societies. He is a Financial Risk Manager (FRM) candidate and is sitting for the FRM Exam Part II.