Teresa Harvey

Teresa Harvey is a skilled financial services professional with extensive experience in client support and trust administration. Currently serving as a Client Service Associate at Kovitz Investment Group since October 2016, Teresa responds to client requests and processes transactions, ensuring efficient communication through various channels. Previous roles include Corporate Trust Assistant at Amalgamated Bank and Personal Trust Assistant at Covenant Trust Company, where responsibilities encompassed account management and transaction processing. Teresa’s career also features administrative roles in the fitness industry and human resources, alongside a foundational position at Northern Trust focusing on personal trust management. Teresa holds Microsoft Office Certifications from Computer Training Source, Inc. and a Computer Literacy certificate from Kennedy King College.