Mary is a Partner in the Boston office of Cerity Partners and a member of the firm’s Wealth Management practice. She has extensive experience advising high-net-worth individuals and families as well as working with women in transition. With over 20 years of experience in wealth management, Mary provides comprehensive investment and financial planning services with the goal of helping clients preserve and grow their wealth.
Prior to joining Cerity Partners, Mary was a Partner at Daintree Advisors, joining the firm in 2010 and was a member of Daintree’s Divorce Consulting Practice. Before joining Daintree Advisors, Mary spent 10 years as a Senior Vice President and Investment Manager at Wells Fargo Private Bank (and its predecessors Wachovia Wealth Management and Tanager Financial Services). Prior to her time with Wells Fargo, Mary was an Investment and Client Relationship Manager at Ronald Blue & Company LLC, an Investment Officer at the Bank of Boston, and a Portfolio Manager at First Chicago Corporation.
Mary and her husband David are the parents of three adult children. They enjoy tennis, skiing, and classical music.