Client Service Manager
Teresa joined MCG Wealth in 2014 and is a Client Service Manager. Teresa’s responsibilities include supporting the firms Client Portfolio Managers, including working with clients on day-to-day portfolio administration issues, administrative on boarding of new client relationships and coordinating reporting with external advisors. Teresa has over 15 years’ experience in investment operations across major custodians, hedge fund administrators and boutique fund managers working in both middle and back-office environments. Most recently, Teresa worked as Head Of Operations at BetaShares, before joining MCG Wealth in March 2014. Teresa has a Graduate Diploma in Applied Finance and Investments from FINSIA, Graduate Diploma in Accounting from Monash University & Bachelor of Arts from University of Sydney.