Mgr, Portfolio Consultant
Before joining Mercer Advisors in 2021 as a Manager of Trading and Investments, previously Theresa held multiple operations and compliance positions with McGee Wealth Management, Inc. (MWM), an SEC registered investment advisor. For MWM, she led the investment operations committee, helped develop investment strategy and provided research and relevant information to help the advisor team serve their clients. Theresa is a Boston native and earned her B.A. in Social and Behavior Science with a concentration in Criminal Justice at Seton Hall University in 2003. She earned a Finance certificate from Harvard University online in 2020. She enjoys playing fantasy football, travel, music, and rooting for Boston sports teams.