Teresa Wells
Portfolio Manager-Equities bij Tiedemann Advisors LLC
Profiel
Ms. Teresa Wells, CFA, is a Managing Director at Tiedemann Advisors LLC.
She has direct responsibility for managing client relationships.
Ms. Wells works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
Ms. Wells joined Tiedemann when the firm merged with the Threshold Group, where she served as the Managing Director of Investment Strategy.
In this role she partnered with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm’s broad investment strategy.
She was a member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee.
She also led the Wealth Management and Foundations services team in Seattle.
Before joining Threshold Group, she served as the Investment Strategist at Laird Norton Wealth Management.
Early in her career, she worked in client services for a small bank-owned trust company and for a venture capital fund of funds.
Ms. Wells earned her master’s degree in international business from Seattle University and holds a Bachelor of Science in finance from Metropolitan State College of Denver.
She is a Chartered Financial Analyst and a member of CFA Institute.
Actieve functies van Teresa Wells
| Bedrijven | Functie | Begin |
|---|---|---|
Tiedemann Advisors LLC
 Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Portfolio Manager-Equities | 01-01-2018 |
Eerdere bekende functies van Teresa Wells
| Bedrijven | Functie | Einde |
|---|---|---|
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Market Strategist | 01-01-2018 |
Farmers New World Life Insurance Co.
 Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Corporate Officer/Principal | 30-09-2007 |
Sovereign Financial Services LLC
 Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a private company that provides equity consulting and asset management services. The company is based in Denver, CO. | Corporate Officer/Principal | 31-03-2001 |
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Market Strategist | - |
Opleiding van Teresa Wells
| Metropolitan State University of Denver | Undergraduate Degree |
| Seattle University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
Sovereign Financial Services LLC
Sovereign Financial Services LLC Investment ManagersFinance Part of BrightSphere Investment Group, Inc., Sovereign Financial Services LLC is a private company that provides equity consulting and asset management services. The company is based in Denver, CO. | Finance |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance Laird Norton Wealth Management LLC (LNWM) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kaycee Krysty and Richard Simmonds in 1995 as Tyee Asset Strategies, Inc. They were acquired by Laird Norton Trust Co. LLC in 2001 and their name was changed to Laird Norton Tyee Asset Strategies LLC in 2004. The firm became Laird Norton Wealth Management LLC in 2020. They are ultimately owned by Laird Norton Co. LLC. LNWM provides investment advice to high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
