Focus Area
Tessa works primarily with registered investment advisor and family office clients on unique solutions for their custody and trust business. She works with her team to manage current relationships and to oversee the onboarding process for new clients. Tessa’s goal is to maintain superior client service through proactive communication and aims to provide a seamless experience for clients and advisors who use Fiduciary Trust for a variety of services. She believes that Fiduciary Trust offers a distinct, personal service model that is hard to find elsewhere.
Experience
Before joining Fiduciary Trust, Tessa spent five years with UBS Private Wealth Management in both its Washington, DC and New York City offices. During her time at UBS, Tessa serviced accounts for ultra high net worth individuals, families, and organizations. She also worked with financial advisors to help grow their businesses while remaining compliant with regulators. Tessa started her career in finance at a boutique asset management firm in Philadelphia.
Personal
Tessa’s true passion is traveling, and she was lucky to spend time living and working abroad in both France and Japan. She also enjoys live music, going to Maine with her family, and various outdoor activities. Tessa lives in the Boston area with her husband and daughter.
