Investment Advisor Representative
2444 East Kimberly Road
Davenport, IA 52807
Mary began her career as an investment banker at Piper Jaffray in Chicago and Boston, where she focused on complex financial valuation in support of mergers and acquisitions. She later joined Winterberry Group in New York City as a management consultant, where responsibilities included company and industry analyses, business growth strategy and planning and financing of these projects.
After stepping away from the corporate world to focus on growing her family, Mary joins Criterium Financial Advisors to draw on her financial skillset and passion for the markets to help Criterium’s clients pursue their financial goals. She is a strong believer in women’s financial literacy and is committed to ensuring all clients understand their full financial picture in order to make informed investment decisions.
Mary graduated with honors from the University of Iowa with dual degrees in finance and economics. She holds the Series 65 license as an investment advisor representative.