Designations
- CERTIFIED FINANCIAL PLANNER® professional1
- Accredited Estate Planner®
Work Experience
- Joined MAI in 2024
- Partners with successful families and individuals, including retirees, business owners and executives, institutions, and foundations/endowments guiding them through complex wealth management processes.
- Prior to joining MAI, Mary was SVP/Senior Wealth Advisor with BCT Wealth Management; SVP/Sr. Relationship Manager with Key Private Bank; VP/Investment and Financial Planning Officer at Canandaigua National Bank; also worked in Wealth and Institutional Services segments at Wilmington Trust and M&T Bank for over 25 years.
Life Outside of MAI
- Serves on the University at Buffalo Alumni Association Board of Directors and as Co-Chair of Scholarship and Philanthropy
- Serves on the Erie Community College Foundation Board and Finance Committee
- Serves on the Board of Directors for Words & Warmth and is a connector in New York, Virginia, and West Virginia to organizations assisting domestic violence and child advocacy
- Member of the Inova Loudoun Hospital Foundation Board of Trustees
- Has been involved in the equine community for 10 years
- Is a lifelong learner and is enjoying travel and experiencing new countries and cultures
Education
- Erie Community College, AAS
- State University of New York at Buffalo (UB), BA – Organizational Communication
- Canisius University, MS – Organizational Communication and Development
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
