Experience and Education

Mary is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Mary acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Mary may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the firm, Mary was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, she consulted nationwide for institutional public and corporate retirement plans eleemosynary organizations, hospital plans, medical groups, endowments and foundations.

Mary has a Bachelor of Business Administration in International Business and Finance from Saint Mary’s College.