Teresa Devereux
Partner, Private Wealth Management Administration
About Teresa
Teresa Devereux, partner, heads 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 a 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.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.