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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 |
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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. | Gestionnaire de Portefeuille-Actions | 01/05/2004 |
Formation de Mary Ann Doherty
University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 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 |