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Mary Flaherty is a client portfolio manager for the large cap growth strategy. She serves as a subject matter expert and representative of the investment team. Based in New York, Mary joined the firm in 2016.
Previously, she was a director of institutional sales at Telsey Advisory Group. Prior to that, Mary was a vice president of institutional sales and sector Chief Operating Officer (COO) of energy equity research at Credit Suisse.
She received a BA in Spanish from the University of North Carolina at Chapel Hill. Mary holds the Series 7 and 63 licenses and is fluent in Spanish.
