About
Teresa
Teresa joined Focus Partners Wealth in 2026, having previously worked at Kovitz. She has held previous roles at Telemus, Ketoret Capital, and Merrill Lynch. Teresa’s earlier professional background includes positions in accounting, finance, and investor relations at a Fortune 150 multinational, diversified manufacturing company.
Outside of work, Teresa enjoys family time with her husband and three children.
Education and Professional Milestones
-St. Mary’s University–Minnesota – bachelor’s degree in accounting and mathematics
-University of Chicago – master of business administration
Teresa joined Focus Partners Wealth in 2026, having previously worked at Kovitz. She has held previous roles at Telemus, Ketoret Capital, and Merrill Lynch. Teresa’s earlier professional background includes positions in accounting, finance, and investor relations at a Fortune 150 multinational, diversified manufacturing company.
Outside of work, Teresa enjoys family time with her husband and three children.
Education and Professional Milestones
-St. Mary’s University–Minnesota – bachelor’s degree in accounting and mathematics
-University of Chicago – master of business administration