Teresa Devereux

Managing Director, Private Wealth Management Administration The PWM Management Team

About Teresa

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.

About William Blair

William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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