Teresa Cooper serves as Director, Private Wealth Client Services at Cresset. In this role, she leverages her experience to serve the many aspects of client relationships and is dedicated to providing exceptional client service.
Prior to joining Cresset, Teresa held the role of Director, Client Relationship at First Republic Investment Management. In this capacity, she was a direct point of contact for clients and acted as a liaison with the firm’s Wealth Managers. She joined First Republic through the acquisition of Constellation Wealth Advisors in 2015, providing integral support as part of the transition team. At Constellation, Teresa was a Compliance Associate for both the California and New York offices. She coordinated efforts with the Chief Compliance Officer on all facets of the Broker-Dealer and Registered Investment Advisor business.
Teresa studied Business Management at Iona College. She lives in Connecticut with her husband and has two daughters.