Senior Vice President
“We strive to support our clients with accounting and billing practices that ensure clarity and accuracy while delivering the highest-quality of service.”
Teri A. Mahlmann is a senior vice president in the Finance department at Gurtin Municipal Bond Management. Ms. Mahlmann oversees billing and mutual fund reconciliations.
Prior to joining Gurtin Municipal Bond Management in 2008, Ms. Mahlmann worked as part of The Gurtin Group at Morgan Stanley. In this role, she was directly responsible for managing the Advent portfolio accounting system, constructing portfolio strategy composites, coordinating third party audits of composites, developing supplemental tax reporting for clients, and working directly with clients’ 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 earned a bachelor’s degree in finance from Northern Illinois University and is a Certified Public Accountant (CPA) licensed in Illinois, having earned her CPA designation in 1992. Ms. Mahlmann is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.