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.
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Our professional team is comprised of carefully chosen, dedicated professionals who come to us with notable education. We have diverse backgrounds and experiences that come together to provide a seamless wealth management experience for the families we work with.
Among our professionals, you will find a highly qualified group of:
- Chartered Financial Analysts
- Chartered Financial Consultants
- Certified Public Accountants
- Chartered Life Underwriters
- Tax and Estate Planning Attorneys