Theresa Gralinski is Head of the Advisor Advancement Institute at New York Life Investments. Theresa leverages her advisor and client-facing experience to develop practice management and client acquisition strategies across various topics including Women & Investing, Building Effective Teams, Succession Planning and the Psychology of Growth for senior management and financial advisors at strategic partner firms.
Prior to joining New York Life Investments, Theresa spent the last 15 years as a marketing executive in the financial services industry creating integrated strategies to help growth-minded advisors build top-performing teams, improve client retention and increase prospect conversion. In her previous roles at Hightower and InvestmentNews, Theresa focused on developing robust content marketing plans that resonated with targeted audiences. Before finding her niche in the financial advice industry, Theresa was a content marketer in the automotive and pharmaceutical spaces.
Theresa has a Bachelor of Arts degree in Journalism and Public Relations from the University of Wisconsin.