Teresa Devereux is managing director, administration for William Blair’s Private Wealth Management. She is responsible for the supervision of the associate employees who support the wealth advisors with client service, trading, and operations. Ms. Devereux assists with the administrative management of the PWM wealth advisors, including practice management and team development, human resources, administration, organization of team events, and assisting with risk management surveillance. Before joining William Blair, she was with Barclays for two years and with Morgan Stanley/Smith Barney for 30 years working with branch operations management, regional management, and corporate administration.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.