We are pleased to announce that we have added a new member to our growing team here at Northwest Investment Counselors. Theresa O’Donnell joins us as our Client Services Manager, where she will be assuming some of the responsibilities previously managed by Cheyne as he focuses on research and portfolio management. She comes to us from US Trust where she was working with their wealth management clients on their investment, trust and banking needs. Theresa has worked within in the wealth management community for the past seven years. She is active in the community serving as the Co-Chair of the Jesuit High School Parent Board, volunteering with the Portland Symphonic Choir and a former board member for the Business for Culture and Arts.
We look forward to you meeting Theresa. She can be reached at 503.906.9624 or firstname.lastname@example.org.