As a Client Service Associate, Mary-Ann is responsible for providing comprehensive and attentive service to clients through on-going support and communications. She prepares reporting materials, executes requests for capital, and coordinates all other matters involving client accounts.
Mary-Ann joined Boston Financial Management in 2016 from Emerson Investment Management. She has 22 years of experience assisting portfolio managers and attending to client needs in the financial services arena. She served as the Compliance and Operations Officer at Heritage Capital Management and as an Operations Manager at Penobscot Investment Management Company.
Mary-Ann enjoys walking and running with the family dogs, kayaking, vegan cooking, and traveling to visit her family’s young Naval Officer, wherever he may be stationed!