Mary E. McCreesh
Mary E. McCreesh, Executive Vice President and Chief Operating Officer, is responsible for the management and service of client portfolios. She will invest and manage client assets and relationships from account inception and will supervise all operational procedures for the firm.
Ms. McCreesh was previously an Investment Officer in the Institutional Division at Rittenhouse Financial Services, Inc. She was responsible for investing, analyzing and managing portfolios for the firm’s largest clients, including Taft-Hartley, foundation, endowment, public and corporate plan relationships, whose assets totaled over $7 billion. Prior, Ms. McCreesh was a Manager of Client Service and Operations of the $600 million Capital Management division at CMS Companies; a Philadelphia based investment-banking firm. Ms. McCreesh received her Masters in Business and Bachelor of Science at Villanova University. She was an adjunct professor of Finance at Villanova and had earned her Series 7, 65 and 63 brokerage licenses.