Teresa Wells

Teresa Wells is a Managing Director at Tiedemann Advisors, with direct responsibility for managing client relationships and addressing all investment-related matters. Teresa is the main point-of-contact with clients and manages their portfolios by following the investment strategies and allocations determined by Tiedemann's Investment Management Team and customizes portfolios to meet individual client goals and situations.

Teresa joined Tiedemann Wealth Management in January 2018 when Threshold Group merged with the firm, and brings over 17 years of investment industry experience to the role. Prior to joining Tiedemann, they served as the President of the Seattle Alternative Investment Association from January 2018 to December 2020. From 2016 to 2017, they were the Managing Director of Investment Strategy at Threshold Group, and prior to that, they served as the Director of Investment Strategy from 2014 to 2016.

Wells began their career in the investment industry in 2009 as an Investment Strategy Advisor for the City of Seattle Employee Retirement System. In this role, they provided analysis and recommendations on investments for the retirement system. Teresa has also served on the board of the Seattle Alternative Investment Association.

Teresa Wells has a Masters in International Business from Seattle University and a Bachelor of Science in Finance from Metropolitan State College of Denver. Teresa is also a Chartered Financial Analyst.

Some of their coworkers include Jill Shipley - Managing Director, William Evers - Managing Director, Advisor, and Andrew Douglass - Managing Director, Advisor. Their manager is Michael Tiedemann, CEO.