Theresa Morrison, CFP

Beckett Collective offers a rare synergy that integrates corporate finance and wealth management. Executives and founder families benefit from our decades of experience in international investment banking, alternative asset strategies, and tax-efficient wealth planning for liquidity events and generational transfers. 

Theresa has been in the trenches of wealth creation that many clients know well. She helps them navigate these professional and personal aspects to preserve that hard-earned wealth. Theresa lived 18 years in Johannesburg and Cape Town, where she was an early-employee at a startup merchant bank that went public in three years, scaled from 40 people to 6500, and expanded to global operations. She returned to the US to establish a successful national wine import and distribution business that sold in 2017, marking her second liquidity event. In anticipation, she updated her financial skills at Georgetown University. 

When she is not deep in quantitative weeds of investment markets or helping to build bitcoin-native risk management infrastructure for treasury and capital markets, Theresa finds inspiration hiking thousands of feet up the rocky trails of Tucson mountains to immerse in the extraordinariness of nature.