MARC TERDIK
Private Wealth Advisor
Managing Principal of Piedmont Private Wealth
Marc has been passionate about helping others during his 20+ year career in financial services. Starting in the Nations Funds product development group he gained extensive knowledge of the actively managed mutual fund and the institutionally managed account space. A perfect segue into a Portfolio Analyst role and later a Senior Portfolio Manager role at US Trust where his responsibilities included discretionary portfolio management, building and developing asset management portfolios for large, complex families with unique needs, including liquidity, tax planning, charitable objectives, and wealth transfer.
Marc left US Trust to form a partnership at UBS where he worked with clients to design and implement asset allocation strategies and financial plans that met their unique circumstances, risk tolerance, goals and objectives. He also gained extensive experience directly managing $300mm+ in non-State specific, investment grade Municipal Bonds across multiple sectors.
In 2017, Marc began to build a boutique private wealth management practice focused on strategic financial planning, goals-based investing in a service-oriented family office format.
Given his extensive planning experience, Marc is acutely aware of the risks involved with investing without purpose. One of his top priorities is to help clients build an investment strategy designed to achieve specific, targeted goals.
Marc earned his Bachelor of Science in Business Administration from the University of North Carolina at Charlotte, his Masters in Business Administration from the University of South Carolina. He holds the the series 7 & 66 securities licenses.
INVEST WITH PURPOSE
One of Marc’s top priorities is to help clients build an investment strategy designed to achieve specific, targeted goals.
Outside the Office
Marc is active in the community and local & regional charities: Habitat for Humanity, Food Bank of Central and Eastern NC, American Red Cross in support of hurricane relief.
He currently resides in Raleigh, NC with his wife, Kristin, of 21 years and 2 daughters. He enjoys family time, youth sports and an occasional round of golf.
resources
Capital Investment Advisory Services serves as the Registered Investment Advisor providing compliance and operational support.
Headquartered in Raleigh, NC for 35 years, Capital Investment Companies is one of the largest independent financial services firms in the southeastern United States. With their affiliates and strategic partners, the firm offers a wide variety of financial services to individuals, institutions and the CPA and banking community including: traditional investment brokerage, money management, trust services, mortgage services, estate planning, insurance services and retirement plan services. Capital is a 6 time winner (2016–2021) of the Best Employers in North Carolina by Business North Carolina and a 4 time winner (2017–2020) of the Best Places to Work in Money Management by Pension & Investment Magazine. Capital Investment Companies has 44 home office employees, nearly 200 Independent Representatives located in 13 states. With approximately $4 billion in assets under management as of 12/31/20, Capital strives to serve the Carolinas and beyond.
All investment accounts are held at Charles Schwab.
Charles Schwab provides trading, custody, technology, practice management, and other support services to more than 7,500 independent investment advisors. A third party custodian assures asset safety.