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Theresa B.
Chief Investment Officer @Private Family Office
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WORK HISTORY
Chief Investment Officer @Private Family Office
Los Angeles, CA, US
In addition to managing investments, I integrate ESG and impact investing principles across the portfolio to align the family’s capital with broader sustainability, governance, and social responsibility objectives. I collaborate closely with family principals, trustees, and external advisors on wealth planning, tax structuring, family governance, and philanthropy, ensuring investment strategies holistically support the family’s broader vision.
EDUCATION
National University of Singapore
Bachelor of Business Administration - BBA
Columbia Business School
Master of Business Administration - MBA
ABOUT THERESA B.
I specialize in global asset allocation and cross-market investment strategies, with over a decade of hands-on experience in private equity, alternative investments, fixed income, and quantitative portfolio management. As the Chief Investment Officer of a family office, I lead global investment initiatives with a strong focus on high-growth sectors such as technology, renewable energy, and healthcare, while actively advancing ESG and impact investing strategies. My investment philosophy centers on macro analysis, quantitative modeling, and disciplined risk management, aiming to deliver resilient growth and sustainable wealth preservation through market cycles. I am always open to engaging with investors, family office leaders, and industry peers to exchange ideas on strategies, trends, and emerging opportunities in the global investment landscape.
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