Teresa Armel

Gestionnaire de Portefeuille-Actions chez Next Capital Management LLC

Profil

Ms. Teresa Armel is a Wealth Advisor at Next Capital Management LLC.
Prior to joining NEXT, Ms. Armel was a Director and Wealth Advisor for Spearhead Capital Advisors (later merging with Rockefeller Capital Management under the Bostwick Walters Group where she was Wealth Advisor and Senior Vice President), serving in an advisory capacity to ultra-high-net-worth families and institutional clients.
Her responsibilities also included investment manager research and selection.
She was also employed by Greycourt & Co, Inc. for twelve years, most recently serving as a Senior Associate Advisor to ultra-high net worth clients, focusing on investment strategy and strategic portfolio design.
She also served on Greycourt’s Investment Committee and Discretionary Management Investment Committee.
Prior to joining Greycourt in 2008, She worked as a mortgage specialist, responsible for the origination and processing of mortgage loans to residential and commercial borrowers.
She received her BS in business administration, majoring in finance, from Robert Morris University.

Postes actifs de Teresa Armel

Sociétés	Poste	Début
Next Capital Management LLC	Gestionnaire de Portefeuille-Actions	01/09/2023