Terence L. Horan, CLU, ChFC, President and CEO of HORAN, leads an energetic and focused team of professionals to deliver the most current and comprehensive services. The products offered include wealth management, retirement planning services, financial and estate planning, life and health insurance and employee benefits consulting.
Seasoned by 38 years experience in financial services, Terry represents his clients with credentials that include being a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner.
Terry will serve as Managing Principal of HORAN Capital Advisors, providing strategic oversight and direction.
Shaped by his father's legacy of success, Terry has created an organization that manages diversified products for more than 450 companies and 265,000 individuals that call HORAN their trusted advisor. Integrity and industry knowledge are the foundations upon which HORAN has built its reputation for delivering the highest quality products and services.
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Mark Bennett, CFA, Principal & Portfolio Manager, is a senior strategist and advisor at Horan Capital Advisors. He has extensive experience collaborating with high net worth and institutional clientele.
Mark has been in the investment business for over 28 years and feels that the most rewarding aspect of his career is achieved by earning the status of "true trusted advisor" from his clients. Mark has significant experience in portfolio management, securities analysis, tax and wealth transfer strategies and overall financial planning.
Before joining HORAN Capital Advisors, Mark spent seven years with a super regional bank where he worked with many of the firm's most important and influential clients. Prior to that time, Mark spent 20 years in New York City as a Managing Director for Deutsche Bank/Bankers Trust where he developed portfolio strategies for many of the firm's most affluent clients.
During his years in New York, Mark was a member of a U.S. equity strategy group that selected stocks and developed strategy for a $24 billion U.S. private bank. He also managed a large capitalization equity growth fund for seven years.
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David Templeton, CFA, Principal & Portfolio Manager, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection, development of investment policies and portfolio allocation strategies for clients. David also has extensive experience in overall financial planning and wealth transfer strategies.
Before joining HORAN Capital Advisors, David spent seven years as a Vice President and Senior Portfolio Manager for high net worth client relationships with a super regional bank. Prior to 2002, David was a Vice President and portfolio manager for a regional bank's charitable and endowment group and retirement and investment services group.
He began his banking career in 1984, working in commercial and retail banking.
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Nick Reilly, Principal & Portfolio Manager, completes the circle of highly experienced investment professionals at HORAN Capital Advisors. Nick specializes in the unique areas of portfolio construction and risk management strategies.
Prior to joining HORAN Capital Advisors, Nick spent his years with a bank where he established the alternative investment platform. This integrated platform consisted of equity option solutions, structured products, exchange funds, commodity funds, hedge funds and private equity.
Nick's career began as an options market maker on the Chicago Board Options Exchange where he managed private money in order to maximize portfolio returns and minimize risk. His responsibilities included volatility trading and the identification of market arbitrage.
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