Mary Beth is a Senior Vice President and Senior Wealth Advisor. In her role she is responsible for managing investment relationships for individuals, families and non profits. Mary Beth has over 35 years of experience in Private Banking and Wealth Management, and held senior positions at BayBank/BankBoston, Boston Private Bank & Trust, First Republic and Wellesley Investment Partners.
Mary Beth received her undergraduate degree from Dartmouth College and her MBA with honors from Babson College. Mary Beth serves on the Board of The Community Foundation for Wellesley and the Professional Advisor Leadership Council of the Community Foundation for Metrowest.