Theresa is a Vice President at Robertson Stephens. She is responsible for assisting the Central Operations Team and supports the Advisor Teams throughout the firm with various operations and onboarding requests.
Prior to joining Robertson Stephens, Theresa spent over 25 years at Fidelity Investments. She worked on the retail side of the business as a Financial Representative for High Net Worth and Private Access clients. The last 11 years were in the Advisor Services Team as a Premium Team Client Manager I-III. She was responsible for all day-to-day issues for six Premium RIA firms. She had to Partner with varying Fidelity Business Partners to meet the complex needs of Premium RIA firms and their clientele.
Theresa earned her Bachelor of Science in Finance from The University of Texas-Arlington. She lives in Dallas Texas with her husband Alan. She has four sons, 2 stepdaughters and 7 grandchildren all living in Dallas. She spends most of her time with her kids and grandkids. When she has free time, she enjoys traveling, running and now learning to play pickle ball.