As Vice President of Trading and Investment Operations, Mary manages client reporting, portfolio management functions and is responsible for trading and ensuring the accuracy of investment and financial transactions engaged in for our clients. Mary works on the Investment team and works closely with the Client Services and Compliance teams. Before joining the firm in 2006, Mary was a senior client service manager with Atlantic Trust, a boutique advisory firm in Boston.
Additionally, Mary has several years of wealth management experience with Scudder Private Investment Counsel and with Mellon Private Asset Management in Boston. She earned a bachelor’s degree in Business Administration, cum laude, from Boston University.
Mary lives in Andover with her husband Jeremy, their two children Maeve and Emmet and their dog Oliver. They love to travel together, and they go to Bonita Springs in Florida each year as well as taking an annual trip to see Mary’s family in Ireland, where she was born and raised.