Profil
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.
Ehemalige bekannte Positionen von Teri LaMar
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 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 | - |
Ausbildung von Teri LaMar
| Seattle University | Graduate Degree |
| Seattle Pacific University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
