The clients Mary works with know what to expect with each interaction. She listens to what they need and works tirelessly to provide service that exceeds their expectations — resulting in a high-quality and timely product.
As a part of the Family Wealth Group, Mary primarily works with high-net-worth individuals. She maintains and tracks the performance of large investment portfolios on a daily basis, provides cash management/treasury services, maintains historical performance records and prepares monthly financial statement for numerous entities. Additionally, her broader experience allows her to bring a unique understanding to each engagement; she previously served as an auditor for 10 years, in which she worked with commodity pools, hedge funds, investment advisers, operating entities and not-for-profit organizations.
Mary lives in Harford County, Maryland, with her daughter and two dogs. She enjoys spending time with family and friends.