Mary Ann Doherty

Gestionnaire de Portefeuille-Actions chez 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.

Postes actifs de Mary Ann Doherty

Sociétés	Poste	Début
Gries Financial LLC	Gestionnaire de Portefeuille-Actions	01/05/2004

Formation de Mary Ann Doherty

University of Cincinnati (Ohio)

Undergraduate Degree