Theresa has worked with the team that now makes up Northcape Wealth Management since 2011. Previous to NorthCape, Theresa was as a Client Associate with Merrill Lynch/Bank of America for 10 years. Theresa focuses on assisting clients with their operational needs, such as money transfers, account opening and maintenance, appointments, and any questions they may have regarding their accounts and/or statements. She holds a B.S. in Elementary Education from the State University of New York at Buffalo, and has experience in the education field.
Theresa currently resides in East Amherst with her husband Tom and two children. She enjoys volunteering at her son’s school, traveling, and spending time with her family.