Senior Managing Director

​For the past 18 years Mary Beth has actively implemented comprehensive portfolios for high net worth individuals and their families, as well as providing investment solutions for non-profit organizations in the Greater Boston Area. Prior to her career in investment management, she had a successful 11 year track record as an executive in financial services. She has held senior executive positions at First Republic Bank, Boston Private Bank and Trust and Bank of Boston. Mary Beth earned a Bachelor of Arts in History from Dartmouth College and a Master of Business Administration, cum laude from Babson College - Franklin W. Olin Graduate School of Business.

Mary Beth lives in Wellesley with her husband and three children. She is actively involved in youth and community events with her teenage children. Mary Beth can be reached at