Theresa joined Clearstead in 2024 within Private Client Services Group to ensure delivery of exceptional service to wealth management clients.  She is also responsible for maintaining client relationships, onboarding new relationships, facilitating money movements, preparing meeting materials, providing client and advisor support, and other tasks involved with serving wealth management clients.  

Prior to joining Clearstead, Theresa worked for Key Private Bank as Client Relationship Associate for Family Wealth. She has over ten years of wealth management experience, and, while at Key Private Bank, she was responsible for the client onboarding process, daily operations, business development, and administration. Theresa has her associate degree in Business Management.