3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Mary joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal, financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, corporate executives, and foundations and endowments.
Prior to joining the firm, Mary served as a senior vice president and relationship manager at South Texas Money Management. She earned her Bachelor of Arts degree in Political Science and Economics from Claremont McKenna College, a Master of Business Administration degree in finance from the University of Texas at Austin, and her Master of Public Affairs degree in public administration from the University of Texas at Austin.
When she’s not at work, Mary enjoys spending time with her husband Scott, teaching Sunday school and walking on the beach.