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Terence Da Cunha
Senior Partner at Signature Estate & Investment Advisors LLC
About
Terence E. Da Cunha is a Senior Partner at Signature Estate & Investment Advisors (SEIA), based in California, where he manages client portfolios and leads advisory teams from the Newport Beach branch. In this capacity, he specializes in comprehensive wealth management for high-net-worth individuals and families, focusing on areas such as portfolio construction, retirement planning, and estate strategies, with a particular expertise in equities, fixed income securities, and alternative investments.
Previously, Da Cunha held Vice President roles at major firms including UBS and ROTH Capital Partners, where he developed a strong background in investment management and client advisory services spanning over two decades. Over his career, he has distinguished himself by building close client relationships and guiding investment teams, particularly in public and private equity markets and fixed income sectors.
Da Cunha holds degrees from California State University, Long Beach, and the College for Financial Planning, and carries the CFP® and AIF® designations, underlining his deep knowledge of financial planning and fiduciary standards. His notable achievements include being promoted to Senior Partner and continuing to mentor advisors within SEIA, contributing significantly to the firm's reputation in the Southern California wealth management landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate and Investment Advisors | Senior Partner | Jan 2006 to Present | Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent... |
| UBS | Vice President of Investments | Jan 2000 to Jan 2006 | — |
| ROTH Capital Partners | Vice President of Investments | Jan 1996 to Jan 2000 | — |
| Sutro and Co Inc | Vice President of Investments | Jan 1993 to Jan 1996 | — |
| Shearson Lehman Brothers | Vice President of Investments | Jan 1992 to Jan 1993 | — |
| Kidder Peabody | Registered Representative | Jan 1990 to Jan 1992 | — |
Education
California State University, Long Beach
1986 — 1988
College for Financial Planning
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
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