Profilo
Ms. Teresa L.
LaMar is a Client Advisor at Filament LLC.
She brings to her role as a client advisor over 25 years of experience providing wealth management and investment counsel to high net worth families.
Prior to Filament, Ms. LaMar held senior leadership positions at Bristlecone Advisors and Cornerstone Advisors.
Ms. LaMar received her Master of Science in Finance from Seattle University and her Bachelor of Arts in Business Administration, magna cum laude, from Seattle Pacific University.
Precedenti posizioni note di Teri LaMar
| Società | Posizione | Fine |
|---|---|---|
Filament LLC
 Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Gestore di Portafoglio-Azioni | 01/12/2020 |
Cornerstone Advisors Asset Management, Inc.
 Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Corporate Officer/Principal | - |
Bristlecone Advisors LLC
 Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Corporate Officer/Principal | - |
Formazione di Teri LaMar
| Seattle University | Graduate Degree |
| Seattle Pacific University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Filament LLC
Filament LLC Investment ManagersFinance Filament LLC is a wealth management firm headquartered in Seattle, Washington. The firm was founded in 2005 by two CPAs — Scott Butterfield and Conrad Gehrmann – and attorney John Goodwin. In 2020, they became a subsidiary of Laird Norton Wealth Management LLC, which is ultimately owned by Laird Norton Co. LLC. Filament provides investment and financial advisory services predominantly to high net-worth individuals, families, and related family entities. Entities include trusts, estates, family foundations, family investment corporations, partnerships and small businesses. The firm also provides investment advisory services to institutional clients, including charities (and their endowments or foundations) and donor advised funds. | Finance |
Bristlecone Advisors LLC
Bristlecone Advisors LLC Investment ManagersFinance Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families. | Finance |
Cornerstone Advisors Asset Management, Inc.
Cornerstone Advisors Asset Management, Inc. Investment ManagersFinance Founded in 2001, Cornerstone Advisors, Inc. is a registered investment advisor located in Asheville, North Carolina | Finance |
- Borsa valori
- Insiders
- Teri LaMar
