Theresea is a Portfolio Administrator at 1919 Investment Counsel. In her role, Theresea works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.

Outside of the office,

Prior to joining the firm, Theresa was an Administrative Assistant at Tocqueville Asset Management L.P. Theresa was an assistant to two portfolio managers responsible for managing portfolios for high-net-worth clients in equity and balanced accounts.

In her spare time, Theresa enjoys the ballet, reading, and spending time with family and her two dogs.

Theresa received her B.S. in Accounting from the City University of New York.