Terrell H. Price
Terry Price has over 35 successful years of investment experience, specializing in family accounts and charitable trusts. He is a frequent speaker on the subject of planned giving and joined Clifford Swan as a partner in 1996.
Prior to joining Clifford Swan, Terry spent 12 years as a senior portfolio manager at Security Pacific National Bank, then Bank of America, managing the bank's largest collective trust equity portfolio. His last four years were spent managing the bank's Offshore Investment Group. In that role, he was responsible for applying the bank's outlook and strategies for U.S. fixed-income and equity investments to offshore client portfolios.
Terry's investment career began in 1973 as a stock broker. He subsequently managed a large profit-sharing portfolio for a NYSE company before serving as investment manager for a family with wealth approaching $1 billion. His investment expertise ranges from fixed-income & equity securities, to oil & real estate syndications, venture capital, and private placements.
Terry has lived in Europe several years and speaks German fluently.
- The National Committee on Planned Giving
- The Southern California Planned Giving Roundtable
- The Utah Planned Giving Roundtable
- Brigham Young University, MBA, finance emphasis, 1973
- Brigham Young University, BA, physics, 1971