Mary consults nationwide for public and corporate retirement plans, religious organizations, hospital plans, medical groups, as well as endowments and foundations. She works with her clients in all aspects of institutional consulting including developing asset allocation studies and investment policy guidelines, as well as performs custodial reviews, implements investment manager due diligence reviews, conducts analysis for investment manager selection, and provides evaluation for investment performance monitoring.
Mary has over 25 years of experience in the consulting industry. Previously, she worked at Becker, Burke Associates as a Consultant and Director of Manager Research. Prior to joining Becker, Burke Associates, Mary was a Senior Research Analyst with the International Department Research Group of Capital Resource Advisors/SEI Corporation.