Mary Ann Doherty

Mary Ann Doherty

Gestore di Portafoglio-Azioni presso Gries Financial LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Mary Ann Doherty

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/2004
Tutte le posizioni attive di Mary Ann Doherty

Formazione di Mary Ann Doherty

University of Cincinnati (Ohio) Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Mary Ann Doherty

Relazioni

10

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Mary Ann Doherty