Contact

Certifications & Education

  • B.S., St. Joseph’s University
  • Certified Financial Planner™ professional
  • FINRA Series 7 and 66

Affiliations & Memberships

  • Volunteer

    Dad Vail Regatta

  • Member

    Philadelphia Estate Planning Council

  • Committee Member

    National Liberty Museum Gala

Previous Experience

  • Senior Investment Officer

    The Haverford Trust Company

  • Analyst

    SEI Private Trust Company

Previous Board Affiliations

  • Former Board Member

    The Kiwanis Club of the Main Line

  • Former Board Member

    TALK Institute and School

Mary Sutphen's Team