Theresa Dupont, Director of Operations for Donations & Bequests

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

Contact Theresa Dupont

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