Bios
Theresa A. Stephen–Advisory Board Member
Theresa Stephen is a strategic marketing executive with extensive experience consulting to the private banking/wealth management industry. Before becoming an independent consultant, Ms. Stephen was responsible for the Global Investment Marketing group at The Citigroup Private Bank. During her tenure, she supervised global product marketing and intranet delivery of investment content supporting individually managed portfolios, alternative investments, capital markets and trust/estate services. In addition, Ms. Stephen oversaw a major rebranding initiative that culminated in five prestigious design awards in 2003.
Prior to joining Citigroup in 2000, Ms. Stephen spent several years in the strategy practice at PricewaterhouseCoopers as a consultant to global private banks and wealth managers. Among her varied assignments, Ms. Stephen authored and launched a critically acclaimed North American Private Banking/Wealth Management survey, which explored timely topics in the industry and offered insights as to future trends.
Ms. Stephen began her career as an underwriter of professional liability insurance for the investment management industry.
A graduate of the Stern School of Business at 
New York University, Ms. Stephen holds an MBA with an emphasis in marketing. She also graduated magna cum laude with a B.A. from Yale University.
