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Terry Brems
Managing Director - Platform Distribution at Hillman Capital Management, Inc.
About
Terry (Terence M.) Brems is Managing Director, Platform Distribution at Hillman Capital Management, Inc., based in Boston, MA. He oversees platform relationships and distribution efforts, leveraging over 25 years of experience in the financial services industry to support the firm's business development and client engagement initiatives.
His investment focus centers on large-cap equity strategies and balanced portfolios, with direct involvement in the firm's Focused Advantage Value, Advantage Value Equity, and Balanced Conservative strategies. These mandates primarily invest in U.S. equities—especially large caps—while also incorporating fixed income and alternative assets as appropriate for total return objectives.
Before joining Hillman Capital Management, Mr. Brems built his expertise across various roles serving enterprise clients and advisor platforms, giving him deep insight into asset management and platform distribution. He holds a degree from Franklin College and is recognized for his contributions to innovative distribution strategies and relationship management within the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hillman Capital Management, Inc. | Managing Director - Platform Distribution | Jun 2024 to Present | As a key driver of Hillman’s growth strategy, I leverage my institutional knowledge in the Turnkey Asset Management Programs (TAMPs), Registered Investment Advisors (RIAs), and Custodial platforms to ... |
| Skience | Vice President, Sr. Enterprise Consultant | May 2022 to Jan 2024 | — |
| Lincoln Financial Network | Sr. Advisory Consultant | Jan 2015 to May 2022 | — |
| Saturna Capital | Divisional Manager | Oct 2012 to Jan 2015 | — |
| Weston Capital Partners | National Account Manager | Jan 2012 to Oct 2012 | — |
| Envestnet Asset Management | Vice President, Regional Sales Director | Apr 2010 to Dec 2011 | — |
| FundQuest, Inc | Regional Vice President | Jul 2006 to Apr 2010 | — |
| FundQuest, Inc | Manager-Inside Sales and Senior Internal Wholesaler | Mar 2005 to Jun 2006 | — |
| FundQuest, Inc | Internal Wholesaler-Northeast | Jan 2003 to Mar 2005 | — |
| Fidelity Investments | Various Sales Roles | Oct 1994 to Dec 2002 | — |
Others at Hillman Capital Management, Inc. (2)
| Name | Role | Location |
|---|---|---|
 | Analyst | SC , United States |
 | Managing Director-Head of Business Development | Milton, MA , United States |
