If you are an ambitious woman who wants to dominate your career, then the Beyond Barriers podcast is for you. Discover why traditional career strategies are outdated, what skills are growing in demand, and how to stand up and stand out in the workplace.
In each episode, we interview industry influencers, and business leaders from top corporations who share their perspective on opportunities and challenges in the digital age. From inspiring stories to cutting-edge strategies, you’ll learn how to develop the skillset, mindset and toolset to accelerate your career success.
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Episode 329: Unstoppable Innovation: A Bold Journey through Tech, Wall Street, and Leadership
Season 5 · Episode 329
Wednesday, September 25, 2024 • Duration 48:04
In this episode of Beyond Barriers, host Brooke Skinner Ricketts has a compelling conversation with R. Martin “Marty” Chavez, a trailblazer who has bridged the worlds of Wall Street and Silicon Valley. As the former CIO and CFO of Goldman Sachs and now Vice Chairman of Sixth Street, Marty has been at the forefront of transforming finance through technology. He shares his fascinating journey—from his early days in Albuquerque, where he programmed nuclear test simulations, to leading one of the most influential investment banks into the digital age.
Marty opens up about the hurdles he faced as one of the few openly gay and Latino leaders in finance, navigating a world where diversity was scarce at the top. He reveals how resilience, mentorship, and the ability to think like a computer scientist helped him break barriers and redefine industries. This episode goes beyond career achievements, exploring the importance of staying adaptable in the face of unexpected challenges, the critical role of mentorship in shaping one’s path, and the evolving impact of AI on business and society.
Whether you’re looking for career inspiration, insights into the future of AI, or advice on thriving as a diverse leader, Marty’s story will leave you motivated to redefine your own journey.
Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest.
Episode 328: The Bicultural Advantage: Leading with Heart and Heritage
Season 5 · Episode 328
Wednesday, September 18, 2024 • Duration 47:32
In this enriching episode of Beyond Barriers, Monica Marquez sits down with Julissa McWashington, a Senior Manager at Starbucks and a champion for community resilience.
Julissa’s journey from Honduras to the U.S. and her rise within Starbucks exemplifies the power of the bicultural advantage. She candidly shares how she has navigated the complexities of dual identities, maintaining her Honduran heritage while thriving in the American corporate landscape. Julissa’s passion for community, especially within the Latino community, shines through as she discusses her leadership philosophy and the significance of staying authentic in every aspect of life.
Tune in for an inspiring conversation that will resonate with anyone striving to lead with both heart and heritage.
Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest.
Episode 319: To Thine Own Self Be True: Lessons in Leadership and Integrity
Season 5 · Episode 319
Wednesday, July 17, 2024 • Duration 31:52
https://www.gobeyondbarriers.com/podcast/Raudline-EtienneThis week on Beyond Barriers, Brooke Skinner Ricketts interviews Raudline Etienne, Founder and CEO of Daraja Capital, in an episode brimming with insights on leadership and personal growth. Raudline shares her captivating story, from her childhood in Brooklyn to her ascent in the investment world.
She discusses the critical moments that defined her career, the importance of self-awareness, and her mission to support diverse fund managers. Listeners will gain a deep understanding of Raudline’s guiding principles, including her policy of “no A-holes” and her dedication to pursuing what brings joy.
Tune in to learn how Raudline’s unique perspective on combining art and science in finance can inspire you to lead with integrity and purpose.
Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest.
Episode 229: Pioneering New Paths for Latinas in the C-Suite with Google’s Ana Corrales
Wednesday, September 21, 2022 • Duration 39:07
As a Latina in the C-Suite, Ana Corrales challenges herself to think big and to always contribute. She was an early entrepreneur—selling her handmade scrunchies to her classmates. And although she grew up in a STEM home, she found herself continuing to be interested in sales, so she shadowed a few sales people and realized the field wasn’t as easy as she thought. But, that didn’t stop her. Ana loves learning. As she describes, she finds a subject that interests her and she just “clicks, clicks, and clicks” online to find more information.
Management observing Ana noticed that she could do a lot of things, and so they decided to move her into a management position herself. She has continued to work her way up to her current role as Chief Operating Officer for Google Consumer Hardware. In this role, a few mindsets makes her successful. First, she believes you need to be undeterred when pursuing your goals. Second, you need to be willing to be uncomfortable and do the things other people refuse to do because of fear. Her older sister once told her to consider, “What’s the worst that can happen?” She has taken that advice to heart and sometimes just fakes it until she makes it.
Finally, Ana describes for us the importance of finding “white space,” which are those quiet moments when you can just allow yourself to think. She believes these moments have made her a better leader. For Ana, gardening gives her these moments. She savors any time she can get away from her devices and has also learned to say no and draw boundaries around her personal time. Ana has learned a lot through all of her experiences, and she shares those insights with us in this podcast.
Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Ana.
Highlights:
[03:33] Ana’s journey
[05:54] Gaining clarity through a love of learning
[09:54] Making opportunities happen
[12:41] Overcoming fear and limiting beliefs
Episode 228: Hispanic Heritage Month: Going Further, Faster Together
Monday, September 19, 2022 • Duration 18:55
This year’s theme for Hispanic Heritage Month from the National Council of Hispanic Employment Program Managers is, "Unidos: Inclusivity for a Stronger Nation." With 62 million people and over 21 different cultures, Latinos/x are a unique combination of black, Asian, white, indigenous, Middle Eastern, and mixed races. When describing their identity, research shows that over half (51%) of Hispanics and Latinos/x say they most often use their family's country of origin – using such terms as Mexican, Cuban, Puerto Rican, Salvadoran or Dominican. It's a cultural nuance, as most Latinos/x don't feel they fit under a "one umbrella" identity.
To build inclusivity in the workplace, leaders have an opportunity to drive a sense of belonging in the Latino/x community. In this episode, Monica Marquez (aka the “Macgyver for the Marginalized”) discusses how leaders can raise awareness and visibility to develop the next generation of future-ready leaders to go further faster, together.
Highlights:
[2:22] Significance of Hispanic Heritage Month
[6:26] Differences between Hispanic vs. Latino/x
[9:42] Origin of “Latinx”
[12:57] Embracing Hispanic and Latin/X terminology
[14:54] Raising Latino/X visibility to develop the next generation
Quotes:
“For the Hispanic and Latino/x community to move forward and get ahead, we have to go further, faster together as one inclusive familia. Some of us may think, won’t all of these different labels divide our community? Only if we let it.” - Monica Marquez
"There are so many of my Latino/x colleagues I see doing amazing things. So let's lift each other up." -
Episode 227: Why Mentorship and Sponsorship Matter with Google's, Sharleen Gutierrez
Season 3 · Episode 227
Wednesday, September 14, 2022 • Duration 39:18
The evidence is clear: women tend to be over-mentored and under-sponsored. While a mentor has knowledge and will share it with you, a sponsor has power and will use it for you. Meet Google’s Sharleen Gutierrez, a leading expert in diversity, equity and inclusion. Sharleen is the current Director of REWS Business Enablement Partners and has led teams focused on fairness and equity in Google’s talent processes. In this episode, Sharleen shares her story on how taking courageous leaps, even when she felt she wasn’t ready, paved the way to uncover her superpower. And, how her network of peers and mentors helped open doors to opportunities that accelerated her success.
She’s a strong believer in bringing together people with a wide variety of perspectives and experiences to get results. She prioritizes working on coaching and mentoring teams and developing talent. Sharleen is also a parent and shares with us her personal stories and the three things that help her juggle her priorities.
Visit https://www.iambeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Sharleen.
Highlights:
[02:25] Sharleen’s story
[05:08] Career start at Goldman Sachs
[08:17] How I landed in Diversity & Inclusion
[11:17] The power of your community
[16:00] How to think about networking
[18:48] Discovering your superpower
[22:05] Advice for career minded parents
[26:58] Learning from failures and setbacks
Episode 226: Embracing Change as a Leader with Tractor Supply Company's CMO, Kimberley Gardiner
Season 3 · Episode 226
Wednesday, September 7, 2022 • Duration 42:49
There’s a reason why people say no one likes change. But for Kimberley Gardiner, Chief Marketing Officer at Tractor Supply Co, change is what she’s learned to thrive on and how she makes the greatest impact. Kimberley knows what it’s like to be the only woman in a room full of executive leaders, and she’s had to learn how to be authentic and boldly share her ideas, even if they were unpopular at the time. From being able to do this, she’s found more happiness and satisfaction from work than she could have imagined.
Kimberley has a broad background in the automotive industry, previously having worked as SVP & Chief Marketing Officer for Volkswagen and Mitsubishi - and for Kia Motors America in marketing. She’s skilled at innovation and is a creative thinker. Her role as a change agent was a perfect fit for Volkswagen’s electric vehicles and the push for their adoption by the mainstream. In this podcast, Kimberley explains why leaders should be bold about asking for advice and tells us what she does every day that leads to her success. She also shares with us how to overcome failures, learn to say no, and what success habits helped her achieve her goals.
Visit https://www.iambeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Kimberley.
Highlights:
[02:53] Kimberley’s career journey
[07:55] Embracing being a change agent
[10:27] Managing your personal brand
[13:24] Don’t be afraid to ask for advice
[16:17] Building your board of personal directors
[17:52] Kimberley’s daily success habits
[22:50] Overcoming failures and setbacks
[27:17] Executing and achieving your goals
[31:48] Learning to say no
Episode 225: Making Bold Moves and Learning from Your Mistakes with Publicis Sapient’s Alyssa Altman
Season 3 · Episode 225
Wednesday, August 31, 2022 • Duration 55:26
As a woman in leadership today, taking unconventional paths leads to more success. This means facing that challenge at work that everyone else is avoiding or putting yourself out on the line to make a tough decision. As a Senior Vice President at Publicis Sapient, Alyssa Altman leads the Automotive and Consumer Products industry in North America. She knows firsthand about shaping her company’s leadership. One way she’s done this is through a program called the Fellowship in Transformation Leadership which is an MBA-like series that is helping to mold Publicis Sapient’s next generation of managers.
Alyssa shares with us today how she builds solid teams that work together to accomplish their goals. She also talks about the importance of providing value to clients and always doing great work while still managing your career. She’s familiar with being the sole female leader in an organization and has many times had to find the courage to have that difficult conversation. Alyssa believes in learning from failure. She also believes in being authentic and looks for that quality in the people she hires. In addition, she looks for employees who aren’t afraid to make bold moves. Learn from Alyssa’s experiences and how she gained confidence as an impactful leader.
Visit https://www.iambeyondbarriers.com/ where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Alyssa.
Highlights:
[03:37] Alyssa’s journey
[09:03] Mastering managing at scale
[11:19] Alyssa’s WHY
[14:01] Doing great work AND managing your career
[17:00] Being the only woman
[19:44] Gaining the courage to have a difficult conversation
[21:58] How to move your ideas forward
[25:08] Evolution of effective business development
Episode 224: Debunking the Work-Life Balance Myth with Laura Pollock, Founding Partner, Third Street Partners
Season 2 · Episode 224
Wednesday, August 24, 2022 • Duration 50:25
Most of us know the stress of multiple commitments: family, work, relationships/marriage, domestic responsibilities, aging parents, special needs care, and the list goes on. Some or all of these factors can have a compounding effect on women in the workplace resulting in burnout.
Today’s guest, Laura Pollock, shares her work-life journey and how approaching 50 opened her eyes. As a Founding Partner of Third Street Partners, a lot of her children's youngest years coincided with growing her company. She shares stories with us of what she has learned along the way about mom guilt and raising three girls to be strong women. But most importantly, how having a great life partner (in Laura's case, her husband) helped her manage it all.
Laura believes in the power of having tough conversations and speaking up for yourself. She started her company with the mission of adding value to clients and continues with that motivation today. She can relate to the sacrifice many people have to make to further their careers. Finally, learn from Laura about her experiences working with her own mentors and the importance of nurturing your relationships.
Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Laura.
Highlights:
[02:23] Working in a male-dominated industry
[05:51] How to handle questions you don’t know how to answer
[09:38] Knowing your value as you reach middle age
[11:28] Figuring out what you want to do when you grow up
[19:27] Making difficult decisions
[26:42] Dealing with mom guilt
[31:56] Identifying mentors
[43:45] Lightning round questions
Episode 223: Feedback Is the Secret to Success with Wellington Managements’ Head of Investment Research, Mary L. Pryshlak
Season 3 · Episode 21
Wednesday, July 27, 2022 • Duration 34:58
Who loves to hear feedback? Most people cringe the moment they hear someone has feedback for them. However, Mary Pryshlak, Senior Managing Director, Partner, and Head of Investment Research for Wellington Management, is one of the few people I’ve met who equates feedback to being a gift to help people grow. Mary has always been direct with giving feedback since she was a little girl and appreciates the same from others. She believes feedback is a valuable gift and uses it to better herself. That built Mary’s character and made her an impactful leader.
Mary also isn’t afraid to ask others for help. She believes she can gain something from anyone she meets and has all kinds of mentors who teach her valuable lessons. Join us on this podcast as we listen to Mary’s stories about authenticity and building great relationships and a solid, supportive community.
Visit https://www.iambeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Mary.
Highlights:
[02:24] How Mary ended up in her current role in the financial industry
[07:02] How Mary gained clarity about her career path
[10:23] Pushing through fears to take advantage of opportunities
[12:39] Overcoming setback
[16:34] Learning from feedback
[20:31] Leveraging your community
[23:53] Finding commonality to build relationships
[26:08] How Mary built her circle through authenticity
[29:14] Mary’s mentors
[30:53] Lightning round questions
Quotes:
“Feedback is a gift.” – Mary Pryshlak
[17:57] Creating your own narrative
[24:08] Ana’s success habits
[30:03] Asking for help from your community
[32:32] Dreaming big
Quotes:
“If you are passionate about what you do and you are contributing and really good, people will come to you and say, ‘Do you want to be part of my team?'’” – Ana Corrales
“No one shows up looking amazing and totally relaxed all the time. There’s a lot of grit and you really need to want it.” - Ana Corrales
“Get comfortable with the fact that you’re going to be uncomfortable.” - Ana Corrales
“If you don’t have the narrative out there, there’s going to be a narrative about you.” – Ana Corrales
About Ana Corrales:
Ana Corrales is the Chief Operating Officer for Google’s Consumer Hardware business. As COO, Ana leads the development process for Made by Google hardware and Nest products --phones, laptops, Google Home, Chromecast, Nest Thermostat --and manages getting those products into the hands of customers. Ana also drives the end-to-end IT efforts and customer experience work across the Google Hardware business. Ana previously led Google Hardware’s first-party retail efforts, including driving the growth of e-commerce channel, Google Store.
Previously, Ana served as Chief Operating Officer and Chief Financial Officer at Nest. She also served as Senior Vice President of Product Operations at Cisco Systems. In 2006, Ana co-founded a startup solar company. As the acting CEO, Ana sold the company in 2010.
Ana serves as a member of the Women@Google board and is an executive sponsor for HOLA, Google’s Latino Employee Resource Group. Ana serves on the board of directors for Watermark, the Bay Area’s largest women leadership organization, as an advisor to Roli, a company reinventing instruments that extend the joy of music-making to everyone.
Ana has been recognized by Forbes as one of the 50 Most Powerful Latinas in Business, and as one of the most powerful Latinas by the Association of Latino Professionals For America (ALPFA). HITEC (Hispanic Information Technology Executive Council) has recognized her as a top technology executive. She is known in the industry as a seasoned leader who can successfully grow startup businesses into multi-billion dollar companies.
Ana is a native of Costa Rica and earned a Masters of Engineering from Stanford University. She lives in the Bay Area with her husband and two children.
“As my colleague, Frank Carbajal says, ‘Es tiempo to embrace Latinx’ - because you're embracing a new segment of the population that is identifying and saying they're proud Latinos/x with a strong Latinos/x origin. They want to recognize their roots, but they want a terminology that makes sense to them.” - Monica Marquez
About Monica Marquez:
Monica Marquez is a senior corporate leader, ex-Googler, and diversity expert.
“Shift your mindset to a place where you hold a higher value on the opportunity versus on how qualified you are for the job.” – Sharleen Gutierrez
“Understand your networking style and consider how it works for you.” – Sharleen Gutierrez
“Non-negotiables are very important for you to know and to serve as an anchor, as you’re determining your priorities.” – Sharleen Gutierrez
“Know what your priorities are, commit to them, and then let go when things are not exactly the way you want them.” – Sharleen Gutierrez
“Be mindful and approach life from a place of gratitude.” – Sharleen Gutierrez
“Staying in the wrong role does not benefit anyone, it actually does a disservice to everyone involved.” – Sharleen Gutierrez
“When thinking of success, keep human connection and interaction top of mind because it is people who create, develop, sell, implement. Whatever your business is, people are behind it.” – Sharleen Gutierrez
“In this digital age, we have to remember the human aspects of our culture. And authenticity is a key component of that.” – Sharleen Gutierrez
“Each one of us has to take responsibility for our own actions because how we show up is what cultivates company culture.” – Sharleen Gutierrez
About Sharleen Gutierrez:
Sharleen Gutierrez is a global thought leader on diversity and inclusion, talent management and culture change. She drives meaningful change towards greater fairness, equity and workplace inclusion in gender, race, LGBTQ+, ability and their intersections. She started her career at Goldman Sachs, where she spent 14 years in a variety of roles across the Human Capital Management Division. While at GS, one of her highly recognized achievements was pioneering the award-winning effort focused on women of color (before intersectionality was even a topic of conversation). Sharleen brings a global perspective on diversity, having lived and worked in Japan, and led D&I engagement initiatives in both South America and Europe. Recently, she led a team focused on fairness and equity in Google’s talent processes focused on systemic interventions and accountability measures that decrease gaps and increase parity. Currently, she serves as Google’s Director of REWS Business Enablement Partners. Sharleen was one of Diversity Woman Magazine’s top 50 change agents. In her spare time, she can be found exploring the world with her husband and three children.
“You build business relationships like friendships, tell a little about yourself, ask for 5-10 minutes, and be very specific in your ask.” – Kimberley Gardiner
“When you encounter a failure, think about what you can learn from it rather than replaying the event over and over in your head. Put the record player away and move forward with the lesson.” – Kimberley Gardiner
“Positioning success in terms of how it ladders up in the long term will help you be more successful in the short term.” - Kimberley Gardiner
“By saying yes to everything you shortchange the things that are really important to you.”- Kimberley Gardiner
“The more you paint that picture early on, of what change can look like in the future, in a way that a person or team can relate to - saving you time, helping with turnover, achieving goals faster, and ultimately being more profitable, with a smaller footprint, the more people will be excited about the opportunity ahead.” - Kimberley Gardiner
About Kimberley Gardiner:
Kimberley Gardiner, Chief Marketing Officer, Tractor Supply Company
As the former Senior Vice President of Marketing & CMO at Volkswagen Group of America, Inc, Kimberley was responsible for leading brand marketing for VW, including building on the momentum generated by the introduction of Volkswagen’s first all-electric SUV, the ID. 4.
Kimberley brings more than 20 years of automotive and marketing experience to her current role (joined Tractor Supply Co in July 2022). She recently served as the Chief Marketing Officer for Mitsubishi Motors North America and Kia Motors America, where she directed marketing efforts for the brand. Previously, she served as CMO and Vice President of Operations for 5th Kind, a global digital asset management company. She is known for being an innovative thinker with a passion for helping drive change in the automotive industry – a great fit for helping push for mainstream adoption of electric vehicles led by Volkswagen.
[46:26] What Alyssa wishes she had learned earlier in her career
[47:48] Biggest trends that will impact business
[53:17] The greatest joy of Alyssa’s career
Quotes:
“Leaders should not try to be everything to everyone, but instead build a team of people that feel empowered to take ownership and to tell you when they need you.” – Alyssa Altman
“You always need to be in the work, because it gives you the perspective, it gives you the connection.” – Alyssa Altman
“Don’t think of it as a sale, think of it as a partnership that you're helping to bring someone something they are going to see value in.” – Alyssa Altman
“As a leader you need to find ways for people to feel like they're winning, even if you have a failure.” – Alyssa Altman
“Acknowledge your successes and learn how to market them.” – Alyssa Altman
“Leaders are not afraid to make bold moves and make mistakes and then recover from those mistakes.” – Alyssa Altman
About Alyssa Altman:
Alyssa Altman is a Senior Vice President at Publicis Sapient. She leads the Automotive and Consumer Products industries in North America. In her role, Alyssa helps her clients find their digital future through the delivery of omnichannel strategies and robust technology solutions.
Throughout her 20+ years at Publicis Sapient, it has been her passion to shape and lead diverse teams who realize goals through inclusive collaboration. She believes that with the right people in the room actively engaging with each other, we gain valuable insights that create innovative solutions to any business problem we may face.
When not working directly with clients, she plays an active role in shaping and executing Publicis Sapient’s MBA-like leadership program called the Fellowship in Transformation Leadership. Alyssa also has a keen interest in shaping the next generation of women leaders as an Advisory board member of Publicis Sapient Women’s Leadership Network (WLN). Externally, she is an Advisory board member of Debbie’s Treasure Chest and sponsors a community service initiative that teaches high-risk teens the skills necessary to enter the workforce.
Alyssa was honored by Consulting Magazine as a “Global Leader in Consulting” for Excellence in Engagement.
Prior to her tenure at Publicis Sapient, she worked for Ernst & Young in the Strategic Advisory Services Group. Alyssa has an MBA in Finance and Marketing from the University of Chicago Booth School of Business and a BA in English from the University of Michigan.
“The closer you get to 50, you realize that the top of the roller coaster really isn’t a steep drop.” – Laura Pollock
“You should always stand up for yourself, no matter how uncomfortable.” – Laura Pollock
“Your mentors help provide scaffolding, but scaffolding only works if you’re willing to let it surround you.” – Laura Pollock
Lightning Round Questions:
What book has greatly influenced you?
“The Rabbit LIstened” by Cori Doerrfeld
What is your favorite inspiring quote or saying?
Happiness isn’t getting what you want, it’s wanting what you get.
What is one word or moniker you would use to describe yourself?
Fearless
What is one change you've implanted that made your life better?
I hired a housekeeper.
What power song would you want playing as you walk out onto a stage?
“Respect” by Aretha Franklin
About Laura Pollock:
Laura is the founding partner of Third Street Partners and serves as a strategic advisor to leading asset management firms and their top performing executives. Leveraging over twenty years of asset management experience at both large firms and boutiques she built Third Street anchored in the industry’s best practices, her trusted relationships and exceptional network. She works with global investment management organizations to provide a hands-on, rigorous and collaborative approach to sourcing and retaining high-quality talent, including talent-related M&A activity for firms and in-house teams and sourcing front-office roles. Her mission with Third Street is to support clients’ long-term business and growth objectives through talent strategy advisory and execution.
Before starting Third Street Partners in 2013, Laura was a partner at David Barrett Partners and was a senior member of the asset and wealth management practice at Russell Reynolds Associates in Boston and New York. Laura graduated with a B.S. degree from the University of Kentucky.
“You can work hard, but you don’t always win.” – Mary Pryshlak
“Self-reflection is a blessing and a curse.” – Mary Pryshlak
“There is something you can learn from everyone.” – Mary Pryshlak
Lightning Round Questions:
What book has greatly influenced you?
“Turn the Ship Around! A True Story of Turning Followers Into Leaders” by L. David Marquet
What is your favorite inspiring quote or saying?
“Dance like no one’s watching.”
What is one word or moniker you would use to describe yourself?
Fierce
What is one change you've implanted that made your life better?
Starting to run with my daughter and surrounding myself with the right people.
What power song would you want playing as you walk out onto a stage?
“Fly From the Inside” by Shinedown
About Mary L. Pryshlak:
Mary L. Pryshlak, CFA, is Senior Managing Director, Partner, and Head of Investment Research for Wellington Management. Mary leads a team of 130 investment research professionals who directly manage over $165 billion in client assets. These investment professionals conduct in-depth long term research and provide investment recommendations across Wellington’s global investment platform, which includes more than 900 portfolio managers worldwide. Mary’s team manages assets across a spectrum of strategies including hedge funds, sector funds and long only products. In aggregate, Mary’s team represents Wellington’s largest book of business for which Mary is the single point of accountability for investment performance and talent.
Mary focuses on ensuring that Wellington is attracting, retaining, and motivating world-class securities analysts and investment talent; developing skills and capabilities that enable this world class team to globally connect the dots and evolve with a continually changing marketplace. Collaboration is a critical part of Mary’s philosophy and a hallmark of Wellington which is what enables the firm to identify future trends make informed investment decisions on behalf of clients.
Prior to being named head of Investment Research, Mary was the director of Global Industry Research and previously spent 13 years as a global industry analyst covering property & casualty insurance stocks. Prior to joining Wellington in 2004, she was an equity analyst covering financial services at The Boston Company (2001 – 2003). Before that, she worked as an analyst at State Street Global Advisors (1995 – 2001) and held positions at Aeltus Investment Management Company (1994) and Spears Benzak Saloman and Farrell (1993 – 1994).
Mary received her BA in economics and French from Rutgers College (1993). She also holds the Chartered Financial Analyst designation and is a member of the Association of Insurance and Financial Analysts (AIFA), the CFA Institute, and the CFA Society Boston.
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