Teresa Holland

Teresa Holland is a Partner at Catalyst Family Office, LLC, where she leverages over 25 years of experience in the financial services industry, focusing on integrated wealth management for ultra-affluent families. Her role encompasses developing customized financial strategies, providing technical expertise, and managing clients' personal financial activities and transactions. She also oversees the firm's Expense Management and Financial Reporting (EMFR) practice, catering primarily to entrepreneurs, executives, and families in Silicon Valley and nationwide.12

Before joining Catalyst Family Office, Teresa served as a Director at myCFO in Palo Alto for over 18 years and worked as a tax manager at Ernst & Young LLP. She holds a BA in English from California State University, Northridge, and is a designated Enrolled Agent with the IRS as well as a Certified Financial Planner (CFP™). Additionally, she is an active member of both the National Association of Enrolled Agents and the California Society of Enrolled Agents.14

Teresa is based in Menlo Park, California, reflecting her commitment to serving clients in the region.35