Theresa Lee, CFP®
SENIOR DIRECTOR OF OPERATIONS
Theresa Lee is Senior Director of Operations for Alexandria Capital. She oversees the company's day-to-day operations, including client service and communication, portfolio accounting, reporting, administration, and compliance. She's also responsible for helping develop and implement the firm's strategic initiatives. As such, she works closely with the advisors and clients to deliver on the promise of Alexandria's client experience.
Theresa joined Alexandria in 2003, and she is currently a member of the firm's Executive Board and an ex officio member of the firm's Investment Committee. Before joining the wealth management industry, she worked in the fashion and design industry in New York City, forecasting trends and managing an art studio for over ten years.
She is a graduate of Georgetown University's Center for Professional Education in Certificate of Financial Planning and is a Certified Financial Planner.
She's earned a Bachelor's Degree in Fine Arts from Parsons, the New School for Design. She enjoys painting, reading, playing golf, and spending time with her children.