Leadership

Joshua N. Terry, CFA

President, Shorewood Management, LP

Josh Terry, CFA, is the Founder and President of both Shorewood Management and its affiliate, Acis Capital Management. He has over a decade of experience investing in a wide range of asset classes, including structured products, bank loans, high yield bonds, distressed investments, credit default swaps, real estate, and equities. 

After co-founding Acis in 2011, Josh helped grow the firm to $3.7 billion in assets under management before the departed in 2016. At Acis, Josh served as portfolio manager for all accounts, including an award winning hedge fund, several separately managed accounts, and seven CLOs. Josh became the sole owner of Acis in 2019. 

Josh previously ran the trading desk and structured products team at Highland Capital Management, where he also served on the investment committee and managed fixed income portfolios totaling over $10 billion of assets. He started his career in investment banking at Stephens Inc.

Josh currently serves as Chairman of the Finance Committee on the Board of Governors of Uplift Education and as a Director of Friends of the Katy Trail. In 2018, Josh was one of five finalists for the Good Works Under 40 Award presented by the Dallas Foundation and Dallas Morning News. 

Josh received a BBA in Finance and Economics, summa cum lade, from Baylor University, where he played on the men’s soccer team. He has earned the right to us the Chartered Financial Analyst designation. Josh lives in Dallas, Texas with his wife, Jennifer, and their two children.