A member of the Knightsbridge team since 2006, Teresa serves as a primary client contact, the firm’s Chief Operating Officer, and Chief Compliance Officer. Prior to joining Knightsbridge, Teresa served as Vice President with fund administration and compliance oversight responsibilities for Pacific Investment Management Company (PIMCO). Prior to PIMCO, she directed advisory administration and subsidiary development for Pacific Financial Asset Management Company and worked as an analyst for Pacific Life.
Teresa graduated magna cum laude with a BA in business administration from the University of Phoenix. She received a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a member of NARSSA, having earned her Registered Social Security Analyst credential (RSSA).