Mary focuses on portfolio management and client service for institutions, individuals, and retirement plans. Her responsibilities include providing detailed performance reporting, sharing economic updates, and making allocation recommendations to clients. As the corporate Portfolio Management Lead, Mary partners with the firm’s portfolio managers and investment team to facilitate communication between these groups and provide consistent investment experiences for our clients.
Mary received her Bachelor of Science in Business Administration from Belmont University and her Master of Business Administration from Kaplan University. She is a CFA charterholder and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Mary serves on the board for St. Luke’s Community House and is a deacon and vice chair of the investment committee at First Presbyterian Church in Nashville.