Terry Sapp, CFA
Co-Director of Operations
Terry Sapp is Co-Director of Operations for Live Oak Private Wealth. With extensive experience in operations, compliance, equity and fixed income trading, Terry plays an integral role in the success of Live Oak Private Wealth.
Terry has been in the investment and operations fields since 1985. Most recently, Terry served as the vice president, portfolio manager and controller of Jolley Asset Management. Previously, she served as Portfolio Manager-Trust Investments and Operations Manager for Voyageur Asset Management Inc., a subsidiary of RBC Financial Group. She graduated from East Carolina University with a B.S. in Business Administration. Terry is a Certified Public Accountant and earned the designation of Chartered Financial Analyst® in 2003. Terry is a member of the CFA Institute, the North Carolina Society of Financial Analysts and the North Carolina Association of Certified Public Accountants.