Mary brings expertise in launching domestic and offshore structures, leading both firm-level and fund-level restructures, and liquidating and winding down funds. She focuses on building high-quality operational, accounting, and compliance infrastructures within both emerging and mature asset management organizations.
Prior to founding M2 Advisory Services, Mary served as Chief Financial Officer and Chief Operating Officer at an investment adviser located in Houston, Texas, where she directed all business-related aspects of the firm, and helped support growth of the firm’s AUM from $20m to over $200m. In this role, her responsibilities included oversight of all finance, accounting, tax, infrastructure, investor relations, marketing and compliance functions. Prior to her career in finance, Mary taught first grade in underprivileged communities, and managed the art collection for the Tyler Museum of Art.
Mary currently serves as a Director on the University of North Texas Foundation Board and sits on the investment and budget committees. Mary has also served as a subject matter expert with National Regulatory Services in the development of the Investment Adviser Certified Compliance Professional® Exam. Mary holds a BA from the University of Texas at Austin and an MBA from Rice University.
M2 delivers high-quality in-house CFO services to a select group of alternative asset managers. We bring an unparalleled level of skill and detail to our clients’ operations and accounting functions, which enables fund managers to focus on investing and growing their business. We specialize in helping emerging alternative asset managers to build institutional-quality programs. By serving only a select number of clients, M2 provides CFO and COO services that are superior to larger firms.
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