Appointed: September 2002
Mary M. Shahian currently serves as a Partner at Daintree Advisors, joining the firm in August of 2010. In her role as a Senior Client Advisor, Mary cultivates and maintains deep relationships with clients and families. With over twenty years of experience in wealth management, Mary provides investment and financial planning services along with superior client care and service.
Prior to joining Daintree Advisors, Mary spent ten years as a Senior Vice President and Investment Manager at Wells Fargo Private Bank (and its predecessors Wachovia Wealth Management and Tanager Financial Services). Working collaboratively with their attorneys and accountants, Mary had oversight for all aspects of her clients’ financial well-being. Prior to her time with Wells Fargo, Mary was an Investment and Client Relationship Manager at Ronald Blue & Company LLC, a Personal Trust Officer at the Bank of Boston, and a Portfolio Manager at First Chicago Corporation.
Mary earned an M.B.A. with high distinction from the Olin Graduate School of Business at Babson College, and also received an M.Ed. in business education from Boston University, and a B.S. magna cum laude from Salem State College. She holds the CERTIFIED FINANCIAL PLANNER™ certification and ChFC designation.