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Teresa Wells
InvestorCo-Head of U.S. Client Advisory, Co-Head of Impact Strategy at AlTi Wealth Management France
Greater Seattle Area
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You →Duncan · together at City of Seattle Employee Retirement System (2009–2010) →Teresa
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About
Teresa Wells is a Managing Director at AlTi Tiedemann Global, where she leads the U.S. Advisory team for the West Coast and manages client relationships. She serves on the firm's Global Policy Committee and its Impact/ESG Committee, and previously worked on investment strategy at Threshold Group and Laird Norton Wealth Management. Wells has contributed to the development of the firm's Catalytic Investment Strategy and Gender Forward theory of change, and speaks and writes on gender equality and inclusion in finance and investing.
Experience
- AlTi Tiedemann GlobalManaging Directorcurrent2018 — presentGreater Seattle Area
- Criterion InstituteBoard Presidentcurrent2023 — present
- Rwanda Girls InitiativeBoard Membercurrent2022 — present
- SheEO™Activator2019 — 2025
- Seattle Alternative Investment AssociationBoard Member and Past President2018 — 2020Greater Seattle Area
- Threshold GroupManaging Director of Investment Strategy2016 — 2017Greater Seattle Area
- Threshold GroupDirector of Investment Strategy2014 — 2016Greater Seattle Area
- Laird Norton Wealth ManagementInvestment Strategist2010 — 2014Greater Seattle Area
- City of Seattle Employee Retirement SystemInvestment Strategy Advisor2009 — 2010Greater Seattle Area
- Laird Norton TyeeInvestment Research Analyst2007 — 2009Greater Seattle Area
- Farmers New World Life InsuranceManager of Investment Operations/Analysis2005 — 2007Greater Seattle Area
- CoBiz Private Asset ManagementTrust Administrator, Operations/Portfolio Administrator2001 — 2005Greater Denver Area
- Sovereign Financial ServicesReporting Specialist2000 — 2001Greater Denver Area
Skills & more
- Chartered Financial Analyst — 162977
From Teresa's professional profile.
Colleagues at AlTi Wealth Management France
Frequently asked questions
- Who is Teresa Wells?
- Teresa Wells is a Managing Director at AlTi Tiedemann Global, where she leads the U.S. Advisory team for the West Coast and manages client relationships. She serves on the firm's Global Policy Committee and its Impact/ESG Committee, and previously worked on investment strategy at Threshold Group and Laird Norton Wealth Management. Wells has contributed to the development of the firm's Catalytic Investment Strategy and Gender Forward theory of change, and speaks and writes on gender equality and inclusion in finance and investing.
- 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 University68
+ 62 more
Shared employers
Also worked at Criterion Institute3
Also worked at SheEO™16
+ 10 more
