As D&B Director of Operations I provide personal concierge-based services to each of its participants, providing high-quality client service that is responsive, timely, and proactive. I work with participants in the on-boarding process to facilitate a seamless transition and assist in additions, special one-time withdrawals, changes to spending plans etc. I also serve as liaison between the participants, Board of Trustees, and Investment Advisors.
Contact Theresa for:
- D&B Statements
- D&B Withdrawal requests
- Additions to the fund
- Investment portfolio reviews
- General questions regarding D&B
Contact Theresa Dupont
Phone: 203.639.3501 ext. 125