Mary Ann Doherty
Portfolio Manager-Equities at Gries Financial LLC
Profile
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.
Mary Ann Doherty active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 01/05/2004 |
Training of Mary Ann Doherty
University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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