Terry Otton
Director/Board Member at TRILINC GLOBAL IMPACT FUND, LLC
Profile
Terry Richard Otton is the founder of RS Investment Management Co. LLC, which was founded in 1986.
He is currently an Independent Director at Trilinc Global Impact Fund LLC, a Director at The Foundation of City College of San Francisco, a Trustee-Educational Foundation Board at California State University-East Bay, and a Trustee at Stone Research Foundation.
Mr. Otton's former positions include Chief Financial Officer & Managing Director at Robertson Stephens & Co., Managing Director-Mergers & Acquisition Practice at Putnam Lovell NBF Group, Inc., President & Trustee at RS Investment Trust from 2004 to 2012, and President & Trustee at RS Variable Products Trust from 2006 to 2012.
He was also a Trustee at UCSF Benioff Children's Hospital Oakland.
Mr. Otton received an undergraduate degree from the University of California, Berkeley.
Terry Otton active positions
| Companies | Position | Start |
|---|---|---|
| TRILINC GLOBAL IMPACT FUND, LLC | Director/Board Member | 31/01/2013 |
| The Foundation of City College of San Francisco | Director/Board Member | - |
| Stone Research Foundation | Director/Board Member | - |
| California State University-East Bay | Corporate Officer/Principal | - |
Former positions of Terry Otton
| Companies | Position | End |
|---|---|---|
| RS Variable Products Trust | President | 29/02/2012 |
| RS Investment Trust | President | 29/02/2012 |
Putnam Lovell NBF Group, Inc.
 Putnam Lovell NBF Group, Inc. Investment Banks/BrokersFinance Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Founder | - |
| Robertson Stephens & Co. | Director of Finance/CFO | - |
Training of Terry Otton
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| TRILINC GLOBAL IMPACT FUND, LLC | Finance |
| Private companies | 8 |
|---|---|
| RS Investment Trust | Miscellaneous |
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Finance |
| RS Variable Products Trust | Miscellaneous |
| Robertson Stephens & Co. | Finance |
Putnam Lovell NBF Group, Inc.
Putnam Lovell NBF Group, Inc. Investment Banks/BrokersFinance Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA. | Finance |
UCSF Benioff Children's Hospital Oakland
 UCSF Benioff Children's Hospital Oakland Hospital/Nursing ManagementHealth Services UCSF Benioff Children's Hospital Oakland provides healthcare services. It offers child life program, family outreach clinics, hand and microsurgery, parent infant programs, pastoral care, neurosurgery, injury prevention programs and respiratory care services. The company was founded by Bertha Wright in 1912 and is headquartered in Oakland, CA. | Health Services |
| The Foundation of City College of San Francisco | |
| Stone Research Foundation |
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