Director of Investment Operations
Mary is the Director of Investment Operations at Richardson. In this role, she manages all operational aspects of the investment management practice. Her responsibilities include managing client cash needs, implementing trades, development and distribution of client performance reports, maintaining the client reporting database, and assisting with various internal quality control procedures. In addition, Mary plays a key role in monitoring and managing the compliance responsibilities for the firm.
Mary joined Richardson in September 2011 with over 14 years of experience in the investment field. Mary has a Bachelor of Science degree in Finance and minor in Economics from the University of Wisconsin-Oshkosh. Mary is also a graduate of the Leadership Intensive Program, a powerful personal development course encouraging the use of our unique gifts in the world.