Principal, Chief Investment Officer
Mary is the founder and CIO of MG Financial, LLC. Prior to starting MG Financial, she was the Director of Financial Planning and Vice President at Gannett Welsh & Kotler (GW&K) for over eight years. While at GW&K, she was solely responsible for the development and management of the Financial Planning Department. In 1996, she acquired this department and formed MG Financial, LLC
From 1984 to 1988, Mary served as Senior Financial Analyst and Manager at Pell, Rudman and Co. (Boston, MA), where she contributed to the growth and development of the firm's individual Financial Planning service. On occasion, she has been a presenter for such organizations as the Investment Management Institute, the New York Society of Security Analysts, The Community Foundation National Conference, and the Investment Management Consultants Association.
She was a founding member of The Boston Foundation's Professional Advisors Committee and served on this committee until 2007. An attorney, she received her J.D. from Boston College Law School, graduating cum laude, and is a member of the Massachusetts Bar. Mary received her BA, magna cum laude, in Mathematics from Boston College.
Vice President, Client Services
Katie joined MG Financial in October 2002. Today, as Vice President of Client Services, she oversees the Administrative Team and manages, alongside Carol Thomas, the Operations Department. She works directly with clients regarding their portfolio implementation, cash flow needs and other aspects of their long term planning. Katie is responsible for in house analysis regarding all investment managers on our recommend list and is the direct liaison with outside managers.
A graduate of Mount Holyoke College in South Hadley, Massachusetts, Katie received her BA in English with a minor in Art History.
Vice President, Operations
Carol joined MG Financial in November 2008. She oversees, alongside Kate Chilson, the Operations Department and has direct responsibility for client reporting systems.
Prior to working at MG Financial, Carol was the founder and operator of CA Promotions. She spent six (6) years at GCC Technologies, where she managed the import/export of shipments and accounts for the company.
Carol received her BA in English from Stonehill College in North Easton, Massachusetts.
Since 1997, Carol has been a volunteer with Boy Scout Troop 49 (Norwood). She is currently the District Advancement Chair for the Seven Rivers District in Old Colony Council as well as an Assistant Scoutmaster for the Troop.