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Teresa Armel

Wealth Advisor

Next Capital Management

United States, Arizona, Phoenix

About Me

Teresa Armel is a Wealth Advisor at Next Capital Management, LLC, advising wealthy families and institutional clients. Prior to joining NEXT, Teresa 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. Teresa 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 inve

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Profile Information

Wealth Advisor

Next Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenix

Arizona

United States

Oct 28, 2024

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