Teri A. Mahlmann is the Manager of Portfolio Administration at Gurtin Fixed Income. Ms. Mahlmann is responsible for direct oversight of the Portfolio Accounting Operations, Performance Reporting, and Supplemental Client Tax Reporting Services.
Prior to joining Gurtin Fixed Income, Ms. Mahlmann worked at Morgan Stanley within The Gurtin Group, a discretionary fixed income portfolio management business. She was directly responsible for managing the Portfolio Accounting System (Advent), constructing portfolio strategy composites, coordinating third party audits of composites, and developing supplemental tax reporting for clients. She also worked directly with client's tax accountants to discuss the tax consequences of various fixed income securities. Ms. Mahlmann's previous experience includes securities and fund accounting for multiple Financial Services Firms.
Ms. Mahlmann is a member of the American Institute of Certified Public Accountants and the Illinois CPA society.
Ms. Mahlmann received her B.S. in Finance from Northern Illinois University in 1982.
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