Teresa Swartz

Teresa Swartz, CPA, has a rich and diverse work experience in the financial and investment industry. Teresa started their career in 1995 as an Accounting Manager at Denver Investment Advisors. Teresa then moved on to join Berger Financial Group LLC in 2001, where they served as a Corporate Controller until 2003. Following that, Teresa joined Founders Asset Management as a Corporate Controller until 2006. Currently, they hold the position of Chief Operating Officer at Monticello Associates, a role they have been serving in since November 2006.

Teresa Swartz, CPA completed their Bachelor of Science (BS) degree in Accounting at Florida Atlantic University from 1988 to 1995. Afterward, they pursued further education and received a Master of Arts (MA) degree in Accounting from the University of Colorado Denver, studying from 1996 to 1999.