Teresa joined the firm as an Associate Analyst in 2021. She provides support in maintaining mutual fund and private equity operations.

Prior to joining the firm, Teresa worked for an accounting firm in Philadelphia, PA, working in their Investor Relations Department.

Teresa received her Bachelor of Science in Business Administration, with a dual concentration in Marketing and Management, from Shippensburg University.

Teresa, her husband, Tyler, and daughter, Olivia, currently reside in Folsom, PA. Teresa enjoys collecting antiques and spending time with family and friends.