Theresa has worked with the team that now makes up NorthCape Wealth Management since 2011. Previous to NorthCape, Theresa was as a Client Associate with Merrill Lynch/Bank of America for 10 years. Throughout her career Theresa has been committed to providing an exceptional level of customer service and prides herself on establishing long-term relationships with our clients. She holds a Bachelor of Science degree in Elementary Education from the State University of New York at Buffalo and has experience in the education field.
A native of Western New York, Theresa and her husband Tom live in East Amherst with their two sons.