Theresa M. Email & Phone Number

Tucson, Az, Us

Bitcoin-native FinTech -> post-trade, collateral, smart contract functionality using Bitcoin as HQLA. The technology facilitates high-volume bilateral transactions such as Bitcoin lending, forwards, options, repos/reverse repos, and stable channels. Margin calls and collateral movement between counterparties operates autonomously in a transparent, secure, and trust-minimized P2P environment. Multi-contract stable enables asset optimization and collateral efficiency across portfolios or… Show more Bitcoin-native FinTech -> post-trade, collateral, smart contract functionality using Bitcoin as HQLA. The technology facilitates high-volume bilateral transactions such as Bitcoin lending, forwards, options, repos/reverse repos, and stable channels. Margin calls and collateral movement between counterparties operates autonomously in a transparent, secure, and trust-minimized P2P environment. Multi-contract stable enables asset optimization and collateral efficiency across portfolios or different trading divisions. Show less

School of Engineering for bitcoin, lightning, taproot & more. The premier source for bitcoin technical education that makes untapped knowledge accessible.

Wealth management and financial consulting to founders, professionals, families, and foundations. Develop holistic strategies around investments, equity comp, retirement, tax, and bitcoin. Fee-only RIA. Investments:Our strategic service partners manage over $70bn in assets. Their academically rigorous and evidence-based strategies form a core for the public securities held in client portfolios. This enables us to focus on the specific and more nuanced goals of clients, including… Show more Wealth management and financial consulting to founders, professionals, families, and foundations. Develop holistic strategies around investments, equity comp, retirement, tax, and bitcoin. Fee-only RIA. Investments:Our strategic service partners manage over $70bn in assets. Their academically rigorous and evidence-based strategies form a core for the public securities held in client portfolios. This enables us to focus on the specific and more nuanced goals of clients, including secular market shifts, PE/VC/RE exposures, generational wealth education and transfer, and out-of-the-ordinary estate planning.Our deep connections across alternative markets provide our clients with access to venture capital, private lending, and real estate funds that have 20+yr track records and direct co-investment opportunities. For each client, we develop an Investment Policy Statement. This is particularly important for bitcoin investors whose portfolio might span publicly listed companies to LP investments to direct bitcoin hodling. In our holistic approach, we consider tax efficiency across account types. Educating our clients about bitcoin is important to us. With knowledge, one can verify. Only then can one trust.Equity Comp:We are experienced in equity compensation - ISO, NSO, RSU, RSA, 10b5-1, and more. Our perspective is both from the employee and the employer. We educate and advise employee clients to understand, manage, and make tax decisions as well as track tax treatment. For employers, we provide a fiduciary perspective to executives during plan design. Show less

Cape Town, South Africa & Annapolis, Md

Johannesburg And Cape Town

As one of the first employees at Investec, I thrived in the dynamic, entrepreneurial environment that fostered independence, teamwork, and creative thinking.

Certificate, Financial Planning

Master Of Commerce, Financial Management (Coursework)

Bachelor, Economics (Micro | Quantitative), Minor French