Mr. Pavlic began working with Morgan Dempsey in April of 2010. He brings over 25 years of investing experience to our Small/Micro Cap Value team. Terry’s 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.
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 26 consecutive years. He is a member and past president of the CFA Society of Milwaukee, past chair of the Financial Analysts Federation and has lectured at the undergraduate business school program at the University of Wisconsin-Milwaukee.
Consulting Portfolio Manager / Senior Analyst
Morgan Dempsey Capital Management
Pavlic Investment Advisors
CFA Institute – Board of Governors
Chartered Financial Analyst
DePaul University – Chicago, IL
MBA – Finance 1984
Marquette University – Milwaukee, WI
BS – Finance 1982