Mary Ann constructs and manages client portfolios consistent with the strategies determined by the Investment Committee. Her duties also include financial planning and tax preparation and projections as part of the Wealth Management team as well as working on compliance/regulatory filing issues. She has been in the financial services industry for more than 30 years, having been with Gries Financial since 2004. Previously, Mary Ann was a Senior Vice President of NASDAQ Trading at the McDonald Division of Keycorp. She began her career at Gradison & Company in Cincinnati. Mary Ann has a B.A. from the University of Cincinnati and holds the Certified Financial Planner (CFP) designation.