As Senior Portfolio Administrator, Mary Alex works closely with our advisors to ensure timely and accurate execution of client requests and trade operations. Additionally, she serves as a member of our firm's Investment Committee.
Mary Alex holds a Bachelor of Science in Business Administration with a major in Finance and minor in Marketing from the University of Tennessee, Knoxville. She also holds a Master of Arts degree in Public Leadership and Ethics from Johnson University.
When she is not in the office, Mary Alex loves trying new restaurants, hanging out with friends, and anything spontaneous. She also enjoys traveling and cheering on the Tennessee Volunteers.
“Vision leads to venture, and history is on the side of venturesome faith. The person of vision takes fresh steps of faith across gullies and chasms, not “playing safe” but neither taking foolish risks.”
- J. Oswald Sanders
When Breath Becomes Air by Paul Kalanithi is a poignant memoir that reflects on life, mortality, and the pursuit of meaning, written by a neurosurgeon facing a terminal illness.
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