Director of Trading
As Director of Trading, Mary is
responsible for all investment trading functions, including both equity and
fixed income transactions. She works with broker/dealers to achieve the best
possible execution. Mary is also a
member of the firm’s operations team. She has over 25 years experience in the financial services and
investment management industry.
Mary’s prior experience includes 20
years at the Cincinnati office of Scudder, Stevens & Clark, where she was
Director of Operations and Head Trader of Equities and Fixed Income. At Scudder, Mary had a particular expertise
in the trading of fixed income securities for large insurance company
investment portfolios. Mary also spent 2
years at Bartlett & Co, an investment advisory firm, as a Portfolio
Administrator, responsible for the day-to-day administration of client
portfolios.
Mary previously obtained the Series
6 (Investment Co and Variable Contracts Products), Series 63 (Uniform
Securities Agent) and Series 7 (General Securities Full Registration) licenses.
