Mary is responsible for daily operational duties such as client money movements, account maintenance, and back-office assignments. Mary graduated from the University of Virginia with double major in Economics and Music. Her background includes 7 years in the banking industry, specializing in operations, and over a decade as a touring professional violinist.
Mary enjoys spending time with her daughter and husband and playing bluegrass music on her fiddle.
A lot happened in 2024 and it was not easy to characterize. Read below for a few of the significant events that we were reminded of as the year comes...
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