Mary Ann Doherty

Mary Ann Doherty

Portefeuillebeheerder-Aandelen bij Gries Financial LLC

Finance
Consumer Services

Profiel

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.

Actieve functies van Mary Ann Doherty

BedrijvenFunctieBegin
Portefeuillebeheerder-Aandelen 01-05-2004
Alle actieve functies van Mary Ann Doherty

Opleiding van Mary Ann Doherty

University of Cincinnati (Ohio) Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Mary Ann Doherty in detail bekijken

Connecties

10

Eerstegraads connecties

2

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Mary Ann Doherty