Terri Spath

Founder and Chief Investment Officer at Zuma Wealth
On the record

Terri founded Zuma Wealth after a quarter-century stewarding billions of dollars in client assets and gaining the perspective that comes with creating and protecting wealth in both bull and bear markets. Terri's top performance rankings span through the late 90s tech boom and bust, the 2007 recession and the longest bull market on record that ran from 2009 to 2020.

Recent Quotes
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  • Having managed investments for close to three decades, the findings are surprising. A large majority of highly educated, affluent women across the United States lack confidence in their ability to manage their wealth, underscoring the unmet need women have for trustworthy partners to guide and grow their wealth.

    6 August 2021
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