Meet the Tiedemann team
Our commitment to clients is solidified in our structure as a partnership set up to hand down equity to future employees. Meet the Tiedemann team here.
Teresa has direct responsibility for managing client relationships. She 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. Teresa is also a member of the firm’s Internal Investment Committee.
Teresa 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, Teresa 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.
Certifications and memberships include:
- Chartered Financial Analyst®
- Member, CFA® Institute
- Member, CFA® Society of Seattle
- President, Seattle Alternative Investment Association
- Advisory Board, Rwanda Girls’ Initiative
Teresa 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. A native of Washington State, Teresa lives in the West Seattle with her husband and son.