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
Teresa Eriksson
Founding Partner
Eton Advisors
United States, North Carolina, Chapel Hill
About Me
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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