Mary K is our great ally in the changing economic environment. Her industry tenure spans over 25 years, and she employs her extensive knowledge of statistical analysis, institutional cash management, and portfolio construction for the clients of Wellspring Financial Solutions. These clients include healthcare companies, manufacturers, captive insurance companies, government, nonprofit and educational entities, as well as individuals transitioning to retirement.
She began her financial services career working with individuals in financial planning. In 1996, she joined the Wellspring team in its infancy to provide analytical support and tactical liquidity management for middle market and large institutions. Today, she provides sophisticated day-to-day working capital management for many of our institutional clients. She leads Wellspring’s portfolio construction process for both institutions and individuals. In addition, she is responsible for client portfolio monitoring and stress-testing these portfolios against a changing economic and political environment.
Mary K holds a bachelor’s degree in business administration from Kentucky Wesleyan College and a Master of Business Administration (MBA) from the University of Kentucky. She is a member of both the local and national chapters of the Association of Financial Professionals, and assisted the Tennessee Valley Authority in the development, implementation and management of the Tennessee Valley Authority’s Investment Challenge. She holds Series 7 and 63 licenses.
Raymond James is not affiliated with any organizations mentioned.