Spearhead welcomes Teresa Armel as a Director within Spearhead’s Wealth Management team

Spearhead welcomes Teresa Armel as a Director within Spearhead’s Wealth Management team

WELLINGTON, FL – Spearhead, a premier wealth management and administration solutions provider to ultra-high net worth investors, family offices, and private placement markets, is pleased to announce that Teresa Armel has joined its team as Director of Wealth Management. Mrs. Armel joined in February 2020 and will be expanding Spearhead’s footprint in the Southwest and Western regions of the USA.

“The addition of Teresa to our Wealth Management team further demonstrates Spearhead’s ongoing dedication to a client-first approach to wealth management,” remarked Todd Walters, Managing Partner & Co-Founder.  He further commented, “We are very excited to have Teresa working with us to better serve current and future Spearhead clients.”

Jarret Bostwick, Partner, General Counsel and Co-Founder, commented, “Securing talented individuals like Teresa is important to the future growth of the firm. We look forward to having someone with Teresa’s experience and personality joining our team.”

Prior to joining Spearhead, Mrs. Armel was employed by Greycourt & Co, Inc. for 12 years, most recently serving as a Senior Associate Advisor where she worked in an advisory capacity to wealthy families and institutional clients, focusing on investment strategy, strategic portfolio design, and tactical asset allocation. She also served on Greycourt’s Investment Committee and Discretionary Management Investment Committee. Prior to joining Greycourt in 2008, Mrs. Armel worked as a mortgage specialist, responsible for the origination and processing of mortgage loans to residential and commercial borrowers.

Mrs. Armel is a Certified Investment Management Analyst (CIMA®) and holds the Certificate in Investment Performance Measurement (CIPM) designation, offered by the CFA Institute.  She received her BS in business administration, majoring in Finance, from Robert Morris University.
 

About Spearhead

Spearhead is a privately held financial services firm exclusively focused on providing premier wealth management and administration solutions to ultra-high net worth investors, family offices, and private placement markets.  The firm strives to provide long-term value to clients on an after income and estate tax basis by combining balance sheet risk management techniques with investment strategies.

Spearhead has offices in Florida and Massachusetts.

All Securities are offered through Spearhead Capital, LLC, Member FINRA/SIPC.  Advisory Services are offered through Spearhead Capital Advisors, LLC.  Consulting and Administration services are offered through Spearhead Innovative Solutions, LLC and its subsidiaries.

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