Fall Meeting Chair

Terry Chan

Terry Chan

Terry Chan is the Chief Information Officer of William O’Neil + Co., a registered investment advisor serving 400 top-performing institutional portfolio managers worldwide. The firm employs associates in Los Angeles, New York, Boston, San Francisco and London. After joining the firm in 2009 as Vice President for Programming and Software Development, Mr. Chan was appointed Chief Information Officer in 2012. During his tenure, he has spearheaded several organizational and technological advances for the firm, including the previously elusive transition off a legacy mainframe, which saved millions of dollars. Mr. Chan has also integrated the IT teams for all affiliated companies; streamlined technical support; developed programming and development teams in India and China; coordinated the maintenance and support of all the firm’s global sites; and improved project management discipline across the firm.

Mr. Chan has more than 20 years of experience in aligning IT strategy to support the business objectives of global firms, particularly within the investment industry. He is the former Vice President, Project Management Services, Investment Systems at Capital Group Companies; and he was a principal consultant at Price Waterhouse Coopers.