Mary Robertson, CPA

Hardworking and outgoing, Mary is dedicated to establishing honest, long-lasting relationships with clients. Her attention to detail, technical ability and communication skills deliver a positive engagement experience for everyone involved.

Mary specializes in providing assurance services to entities in the financial services and investment industry, with a focus on mutual funds, exchange-traded funds, hedge funds and collective investment trusts. She works on a variety of equity, fixed income, international and alternative mutual funds. Mary’s background includes experience with multiple service providers, as well as clients with a range of investment objectives and complex accounting needs.

• Actively involved in staff development, mentoring, training and recruiting for the firm’s Assurance Practice
• Ohio Society of CPAs
• American Institute of CPAs

Mary lives in Ohio City, Ohio. She enjoys spending her free time with family and friends and traveling.