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Biography

Theresa is an Associate based in the San Francisco office. She assists with client administrative and operational activities to help streamline the client experience. Theresa has over 20 years of experience supporting high-net-worth individuals.

Before joining Cerity Partners, Theresa worked as a Client Associate at B|O|S where she supported Wealth Managers and Principals by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to joining B|O|S, she worked as a Private Wealth Associate at Merrill Lynch and as a Portfolio Manager Associate at Bank of America Private Bank in San Francisco.

 

Learn more about my practice.

Education

  • Bachelor of Arts in History from California State University, Sacramento

Q & A

What should your clients know the most about you?

I would like them to know that I care. it doesn’t matter the size of their accounts, I treat all my clients with respect and kindness.

What do you do in your personal life that helps you help your clients?

I think being kind, patient, respectful, and thoughtful definitely helps in my role as a Client Associate.

What does the world need now more than anything?

Respect and kindness.

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.