Mary provides portfolio management services for institutions and individuals. Mary listens to clients in order to understand their investment objectives, constraints, and tolerance for risk. Serving as a liaison between our investment team and individual clients, Mary ensures that each client has a portfolio customized to their needs while benefiting from our firm’s best ideas. Over the course of the relationship, Mary helps clients maintain a focus on their long-term objectives and demonstrates how our tactical positioning protects their assets through time.
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. In 2022, she completed the CFA Institute’s Certificate in ESG Investing. Mary previously served on the board of St. Luke’s Community House and currently serves on the board of the Cumberland River Compact and the investment committee at First Presbyterian Church in Nashville.