FIRM

Terence Greene has over 33 years of investment experience. Before co-founding Capital Counsel in 1999, he began his career with Train Smith Counsel in 1990 where he was an Investment Analyst and a Portfolio Manager.  Terence became a partner in the firm in 1995.  He received a BS in Business Administration from the University of Vermont,  and an MBA in Finance from the Stern School of Business at New York University.  Terence is a member of the Finance and Investment Committee of the UVM Foundation and is a member of the Board of Directors of the Sheen Center for Thought and Culture.

Lauren Blum has over 24 years of investment experience. Before joining Capital Counsel in 1999, Lauren worked as a Senior Scientist at Environmental Defense Fund, a national advocacy group where she participated in voluntary cooperative partnerships with large U.S. corporations. Before that, she was an Associate in the Energy and Chemicals Group at Booz, Allen & Hamilton, where she focused on the pharmaceutical industry. Lauren received an AB from Harvard University, a PhD in Inorganic Chemistry from the Massachusetts Institute of Technology, and an MBA from the Yale School of Management.

Justin Berrie has over 14 years of investment experience and became a partner in the firm in 2015. He joined Capital Counsel in 2009 after a career in music, having held posts with the Saint Louis Symphony Orchestra and the Symphonica Arturo Toscanini in Parma, Italy. Justin earned a BA in Economics from the University of Rochester and an MBA in Finance from the Stern School of Business at New York University. He also holds degrees from the Eastman School of Music, The Juilliard School, and Yale University. Justin serves on the Kaufman Music Center Board of Trustees.

Pauline Meehan has over 22 years of investment experience and became a partner in the firm in 2015. Before joining Capital Counsel in 2002, she began her career with Cornerstone Equity Investors, a venture capital and private equity firm. Pauline received a BA in Economics from Baruch College.

Sam Magid joined Capital Counsel in 2008. He became a partner in the firm in 2020. Before joining Capital Counsel, he worked for the Polo Ralph Lauren Corporation. Sam received a BA in Economics from the University of Oklahoma.

Randy Smith has over 53 years of investment and securities analysis experience. He founded Capital Counsel in 1999 after 24 years with Train Smith Counsel. Before co-founding Train Smith Counsel, Randy established National Journal, an authoritative publication on the governmental policy-making process. He was a Security Analyst with Shearson Hammill and later a Principal at WK Whiteford & Co. Randy began his career in 1961 as a Specialist on the American Stock Exchange, after receiving a BA degree from Williams College. Randy retired in 2024.