Theresa V. Donatelli, is a Partner / Wealth Advisor with Northstar Wealth Partners and has worked in the financial services industry since 1992. With a particular focus on investment, retirement, estate and pension planning, Theresa provides independent financial advice to individuals, families, endowments and qualified retirement plans. Theresa’s practice has always focused on cultivating strong long-term relationships with families, corporations and their employees, endowments and non-profits, with a strong emphasis on investment management and service.
In 2017, Theresa was one of approximately 150 financial advisors who were invited to attend and participate in the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to provide a forum to exchange ideas and best practices, with an eye towards advisors improving their business and serving the investing public in the best possible manner. The invitation-only conference was held at The Mandarin Oriental in Washington, D.C.
In 2014, Theresa was named one of Plan Advisor Magazine’s Top 100 Plan Advisors, an honor bestowed to only the elite wealth managers in the retirement plan world, selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.
Theresa holds a Bachelor of Arts in Communications from the University of Connecticut. She currently lives in Mystic, Connecticut, and has been a lifelong Connecticut resident. During her free time, she enjoys volunteering for St. Vincent de Paul Place in Norwich, as well as other community organizations, and spending time on the water, and with family and friends, and her dog.
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