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Teresa Eriksson

Founding Partner

Eton Advisors

United States, North Carolina, Chapel Hill

About Me

Ms. Teresa Eriksson is a Co-Founding Partner and serves as President at Eton Advisors. She has the overall responsibility for the client experience at Eton Advisors and oversees the family office service team where she manages the resource allocation among all clients. She serves as Board Member at Eton Solutions. She develops the firm's standards, processes, and service plan capabilities, and also manages the partnership with BNY Mellon. Prior to joining UBS in 2007 and Eton Advisors in 2009, Teresa served as Chief Operating Officer at the Community Foundation of Greater Greensboro, where she worked to build organizational capacity and infrastructure

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Profile Information

Founding Partner

Eton Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chapel Hill

North Carolina

United States

Sep 6, 2024

Work Experience

Eton Advisors

Founding Partner
Jan 2017 - Present
Email: teresa.eriksson@etonadvisors.com

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