Mary E. McCreesh, Senior Vice President and Director of Client Service and Operations, 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.
Mrs. 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 firmís largest clients, including Taft-Hartley, foundation, endowment, public and corporate plan relationships, whose assets totaled over $7 billion. Prior, Ms. Walker 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. Walker received her Masters in Business and Bachelor of Science at Villanova University. She is an adjunct professor of Finance at Villanova and has earned her Series 7, 65 and 63 brokerage licenses.