Mary has an extensive background in the financial services industry and has been an Investment Management Consultant for the past 20 years. She provides customized investment management solutions to meet the specific needs of a select group of high net worth clients, corporations and foundations.

Prior to joining UBS she served as Director of Consulting Services for National City Investments. She has an bachelor's degree in Finance from Wright State University and holds a Certified Investment Management Analyst designation from The Wharton School of Business. She holds the Series 7, 63 and 65 securities licenses as well as life, health and variable insurance licenses.

She is a member of the Investment Management Consultants Association, American Business Women's Association, and has been privileged to serve on a SIA consulting round table. Mary lives with her family in the Indianapolis area where she is active in various charitable events.

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