Teresa Wells

Managing Director, Tiedemann Advisors

Teresa co-leads the firm’s Seattle office, and has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. She serves as a member of the firm’s Internal Investment Committee and is also on the Diversity, Equity and Inclusion Committee.

Teresa joined Tiedemann when the firm acquired Threshold Group, where she served as the Managing Director of Investment Strategy. In this role she partnered with the Chief Investment Officer and Managing Director of Impact Investing to contribute to the firm’s broad investment strategy. She was a member of both the Portfolio Management and Investment Committee and the Global Asset Allocation Committee. She also led the Wealth Management and Foundations services team in Seattle.

Before joining Threshold Group, Teresa served as the Investment Strategist at Laird Norton Wealth Management. Early in her career, she worked in client services for a small bank-owned trust company and for a venture capital fund of funds.

Certifications and memberships include:

• Chartered Financial Analyst®

• Member, CFA® Institute

• Member, CFA® Society of Seattle

• Former President, Seattle Alternative Investment Association

Teresa earned her master’s degree in international business from Seattle University and holds a Bachelor of Science in finance from Metropolitan State College of Denver. A native of Washington State, Teresa lives in West Seattle with her husband and son.