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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 and four grandchildren. They enjoy tennis, skiing, and classical music.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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