Mary Ann Doherty
Portfolio Manager-Aktien bei Gries Financial LLC
Profil
Ms. Mary A.
Doherty is a Portfolio Manager at Gries Financial LLC.
She constructs and manages client portfolios consistent with the strategies determined by the Investment Committee.
Her duties also include financial planning and tax preparation and projections as part of the Wealth Management team as well as working on compliance/regulatory filing issues.
She has been in the financial services industry for more than 30 years, having been with Gries Financial since 2004.
She previously, worked as a Senior Vice President of NASDAQ Trading at the McDonald Division of Keycorp.
She began her career at Gradison & Company in Cincinnati.
She has a B.A.
from the University of Cincinnati and holds the Certified Financial Planner designation.
Aktive Positionen von Mary Ann Doherty
Unternehmen | Position | Beginn |
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Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Portfolio Manager-Aktien | 01.05.2004 |
Ausbildung von Mary Ann Doherty
University of Cincinnati (Ohio) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Finance |