Assistant Portfolio Manager
Mary Ann assists the Director of Portfolio Management in the functions of portfolio management, research, and fund relations. She is the primary trader for the firm and helps manage client cash flows to align accounts with the firm's various models.
Prior to joining FSA, Mary Ann worked with other registered investment advisory firms and with a major brokerage firm. Her broad experience in portfolio management, security analysis, trading, client servicing and operations has helped her to appreciate all the components that work together to better serve clients.
Mary Ann earned a master's in business administration in finance and investments from George Washington University. She also has a Bachelor of Science degree in finance and a Bachelor of Arts degree in economics from the University of Maryland.
She finds FSA's investment philosophy for turbulent times relevant and appealing. In her spare time, she enjoys spending time with her husband and two young sons, as well as home decorating and writing.