Terese Krafcheck serves as Senior Vice President and Client Services Officer in the GreatBanc Client Services Group where she specializes in client relationship management for ESOPs.

Prior to joining GreatBanc Trust Company in 2016, the Milwaukee native served several national institutions as a trustee and investment manager for 401k, PSP, DB, and corporate assets. Ms. Krafcheck also spent more than 20 years serving public pension funds. She has extensive experience in retirement plan design, administration, investment management, and governance.

Outside the office, Terese enjoys hiking, biking, and reading. You'll likely find her out on the golf course if the weather is nice.

Ms. Krafcheck is an active member of The ESOP Association (TEA)’s Administration Advisory Committee and is a prior member of the Fiduciary Advisory Committee. She is an Accredited Investment Fiduciary (AIF) and Certified Employee Benefit Specialist (CEBS). Ms. Krafcheck is also an active member of the National Center for Employee Ownership (NCEO), the Worldwide Employee Benefits Network (WEB), and the International Society of Certified Employee Benefits Specialist (ISCEBS).

She holds Bachelor of Business Administration (BBA) degree in finance from the University of Wisconsin-Milwaukee.

Ask Me About

Traveling to national parks—Zion is my favorite

Favorite Quote

"Perfection is not attainable, but if we chase perfection, we can catch excellence."
— Vince Lombardi