Theresa W. Carey

Theresa W. Carey

Senior Brokerage Advisor


About Theresa

Theresa’s mission at BrokerChooser is to ensure the accuracy of reviews of U.S. and Canada-based brokerages and to contribute to the site’s reviews with expert opinions.

Theresa has been reviewing online brokers and financial technology since 1990. In 1996, she founded the Barron’s annual ranking of online brokers and was the lead author for 23 years. She spent 2 1/2 years as a Senior Editor at Investopedia, revamping their coverage of online brokers and founding the site’s ranking and reviews of robo-advisors. ConsumerSearch ranked her online broker industry analysis in Barron’s as #1 in credibility in evaluating, testing, and identifying the category’s best products and services. She wrote two books on online investing at the turn of the millennium.

Though semi-retired, Theresa is a speaker at investing-related conferences on topics concerning online trading and investing.

Area of Expertise

  • brokerage industry
  • financial technology
  • online investing and trading
  • editing and publishing
  • trading apps
  • product reviews


  • Master of Science, Applied Economics
  • Bachelor of Arts, Applied Economics

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