Theresa M.

Theresa M. Email and Phone Number

Founder, RIA @ Beckett Collective
Tucson, AZ, US
Theresa M.'s Location
Tucson, Arizona, United States, United States
Theresa M.'s Contact Details

Theresa M. personal email

n/a
About Theresa M.

International experience. Finance expertise. Networker. History in startup, biz dev, rm, sales, product dev, operations, diligence, compliance, and exit. Good at modeling and tax. Truly curious.+ Hiker. Painter. Author. Wine pro.

Theresa M.'s Current Company Details
Beckett Collective

Beckett Collective

View
Founder, RIA
Tucson, AZ, US
Employees:
2
Theresa M. Work Experience Details
  • Beckett Collective
    Founder, Ria
    Beckett Collective
    Tucson, Az, Us
  • Blockspaces
    Advisor
    Blockspaces Sep 2023 - Present
    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
  • Base58⛓️🔓
    Advisor
    Base58⛓️🔓 May 2023 - Present
    School of Engineering for bitcoin, lightning, taproot & more. The premier source for bitcoin technical education that makes untapped knowledge accessible.
  • Beckett Collective
    Founder Advisor, Equity, Bitcoin
    Beckett Collective 2020 - Present
    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
  • Wine@34South & Boutique Vineyards
    Owner, Compliance, Logistics, Sales, Cfo, Sold 2017
    Wine@34South & Boutique Vineyards 1999 - 2018
    Cape Town, South Africa & Annapolis, Md
  • Investec Merchant Bank
    Head Of Treasury Corporate Lending, Swaps, Derivatives, Structured & Project Finance Bizdev
    Investec Merchant Bank 1985 - 1997
    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.

Theresa M. Skills

Wine Entrepreneurship Finance

Theresa M. Education Details

Frequently Asked Questions about Theresa M.

What company does Theresa M. work for?

Theresa M. works for Beckett Collective

What is Theresa M.'s role at the current company?

Theresa M.'s current role is Founder, RIA.

What is Theresa M.'s email address?

Theresa M.'s email address is wi****@****uth.com

What is Theresa M.'s direct phone number?

Theresa M.'s direct phone number is +141062*****

What schools did Theresa M. attend?

Theresa M. attended Georgetown University, University Of Cape Town, University Of Arizona.

What are some of Theresa M.'s interests?

Theresa M. has interest in Cooking, Acrylic, Mixed Media, Painting, Wine.

What skills is Theresa M. known for?

Theresa M. has skills like Wine, Entrepreneurship, Finance.

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