Terence V. Pavlic, CFA – Portfolio Manager/Senior Analyst

Our alliance with Terence V. Pavlic, CFA of Pavlic Investment Advisors, Inc. brings 24 years of investing experience to our small/micro-cap team.

Mr. Pavlic served on the CFA Institute’s Board of Governors from 1997-2000 and has been awarded the CFA Institute’s Certificate of Achievement for Continuing Education for 22 consecutive years.

His diverse professional experience includes management of a $600 million mutual fund, vice president of the trust and investment management division of a major bank, research analyst, and principal and portfolio manager for a small “boutique” investment advisor.

He is a member and past president of the Milwaukee Investment Analysts Society and has lectured at the undergraduate business school program at the University of Wisconsin-Milwaukee.

Portfolio Manager/Senior Research Analyst
Morgan Dempsey Capital Management, LLC
2010 – Present

President
Pavlic Investment Advisors, Inc.
1997 – Present

CFA Institute
Board of Governors
1997-2000

Chartered Financial Analyst

DePaul University - Chicago
MBA – Finance 1984

Marquette University - Milwaukee
BS – Finance 1982