Fundraising Fox

Teresa Wells

Investor

Co-Head of U.S. Client Advisory, Co-Head of Impact Strategy at AlTi Wealth Management France

Greater Seattle Area

Find your path to Teresa

158 people in our graph share verified history with Teresa — schools, employers, funds. One of them is your warm intro.

Majed Al SorourunlockedTeresa: together at Farmers New World Life Insurance (2005–2007)
×3Teresa: together at Farmers New World Life Insurance
Teresa: together at SheEO™
×6Teresa: together at Seattle University

About

Teresa Wells is a Founding Partner and Managing Director at Alceon, with over 40 years of investment banking experience that includes roles as Vice Chairman at UBS, Head of Investment Banking and Joint CEO at JP Morgan, and Global Head of Capital Markets at Babcock & Brown. Her career has involved advising Australian and global companies on mergers and acquisitions, disposals, capital raisings, and corporate and financial strategy, and she led Babcock & Brown's asset sale program following the Global Financial Crisis, completing the sale of more than 20 funds, companies, and assets. She holds a Bachelor of Commerce from the University of New South Wales, is a member of the Institute of Chartered Accountants, and is a Fellow of the Securities Institute of Australia.

Experience

  1. AlTi Tiedemann GlobalManaging Directorcurrent2018 — presentGreater Seattle Area
  2. Criterion InstituteBoard Presidentcurrent2023 — present
  3. Rwanda Girls InitiativeBoard Membercurrent2022 — present
  4. SheEO™Activator2019 — 2025
  5. Seattle Alternative Investment AssociationBoard Member and Past President2018 — 2020Greater Seattle Area
  6. Threshold GroupManaging Director of Investment Strategy2016 — 2017Greater Seattle Area
  7. Threshold GroupDirector of Investment Strategy2014 — 2016Greater Seattle Area
  8. Laird Norton Wealth ManagementInvestment Strategist2010 — 2014Greater Seattle Area
  9. City of Seattle Employee Retirement SystemInvestment Strategy Advisor2009 — 2010Greater Seattle Area
  10. Laird Norton TyeeInvestment Research Analyst2007 — 2009Greater Seattle Area
  11. Farmers New World Life InsuranceManager of Investment Operations/Analysis2005 — 2007Greater Seattle Area
  12. CoBiz Private Asset ManagementTrust Administrator, Operations/Portfolio Administrator2001 — 2005Greater Denver Area
  13. Sovereign Financial ServicesReporting Specialist2000 — 2001Greater Denver Area

Skills & more

  • Chartered Financial Analyst — 162977

From Teresa's professional profile.

Colleagues at AlTi Wealth Management France

Adam Gentile
Managing Director at AlTi Wealth Management France
Alex Hokanson
Head of Infrastructure and Energy Transition at AlTi Wealth Management France
Ali Bouzarif
Board Member at AlTi Wealth Management France
Amanda Flynn
Head of U.S. Family Office Services at AlTi Wealth Management France
Amanda Lang
Managing Director at AlTi Wealth Management France
Andreas Wimmer
Board Member at AlTi Wealth Management France
Andrew Douglass
Head of Growth at AlTi Wealth Management France
Andrew Rodger
Senior Advisor at AlTi Wealth Management France

Frequently asked questions

Who is Teresa Wells?
Teresa Wells is a Founding Partner and Managing Director at Alceon, with over 40 years of investment banking experience that includes roles as Vice Chairman at UBS, Head of Investment Banking and Joint CEO at JP Morgan, and Global Head of Capital Markets at Babcock & Brown. Her career has involved advising Australian and global companies on mergers and acquisitions, disposals, capital raisings, and corporate and financial strategy, and she led Babcock & Brown's asset sale program following the Global Financial Crisis, completing the sale of more than 20 funds, companies, and assets. She holds a Bachelor of Commerce from the University of New South Wales, is a member of the Institute of Chartered Accountants, and is a Fellow of the Securities Institute of Australia.
Where does Teresa Wells work?
Teresa Wells is Co-Head of U.S. Client Advisory, Co-Head of Impact Strategy at AlTi Wealth Management France.
Where did Teresa Wells go to school?
Teresa Wells studied at Seattle University (Masters, International Business); Metropolitan State College of Denver (Bachelor of Science, Finance).

Same school

Also attended Seattle University51

Majed Al SorourSpecial Advisor at Little Bristol PartnersQuinton PeppinSenior Associate, Valuations & Operations at K5 GlobalAnthony HuangAccounting Team at TSG Consumer PartnersMaren NelsonVice Chairman at Alliance of AngelsJoana ZhangBoard Member at Alliance of AngelsChristopher O'DoreSenior Associate at Advance Venture Partners

+ 45 more

Shared employers

Also worked at Criterion Institute3

Milena Bacalja PerianesEvidence and Impact Mentor at UNICEF Innovation FundHedda Pahlson-MollerVenture Partner at Ananda Impact VenturesJulianne ZimmermanManaging Director at Reinventure Capital

Also worked at SheEO™14

Shirley SpeakmanManaging Partner at BDC Venture CapitalJonathan HeraFounder & Managing Partner at Marigold CapitalJudith BortsSenior Director, Planning & Implementation at Rogers Cybersecure CatalystCandice HampsonNon-Executive Director at ResonanceCheryl MackVenture Partner at Black Nova VCTamsin BatemanInvestment Manager at Bridgewest Ventures

+ 8 more

Also worked at Threshold Group4

Mark deVriesManaging Director at AlTi Wealth Management FranceAmanda FlynnHead of U.S. Family Office Services at AlTi Wealth Management FranceAlex HokansonHead of Infrastructure and Energy Transition at AlTi Wealth Management FranceKent InsleyHead of Portfolio Management at AlTi Wealth Management France

Also worked at City of Seattle Employee Retirement System2

Duncan JohnsonController, Public Fund Accounting at Frazier Life SciencesSophia FangCEO and Founder at Peachy Day