Teresa Kepes

Client Service Analyst

Born and raised in San Antonio, Teresa graduated from Saint Mary's Hall. She then completed her undergraduate education at Hobart and William Smith Colleges with a major in economics. Teresa has experience in both real estate and financial services with Colliers International and Bloomberg LP. She is pursuing a masters degree at Trinity University.  In the meantime, Teresa is helping Beneficent Financial deliver the most meaningful services to their clients.  She serves as an analyst as well as coordinating client events, and direct client engagement.