Mary Beth Carozza

Director of Client Service

Mary Beth Carozza has more than twenty years of experience within investment management and client service operations. She has primary responsibility for the firm’s portfolio management and client reporting systems, including special projects and systems enhancements. Mary Beth additionally handles a number of client service matters and manages some of the firm’s administrative functions.

Mary Beth was previously the Office Manager for a large independent investment advisor, where during her tenure she also served in the roles of Portfolio Manager and Project Specialist. She was also a Regional Office Administrator and Sales Assistant for the Detroit regional office of Goldman, Sachs & Co. and began her career with the Ford Motor Company in Client Relations.

Mary Beth earned her BS in General Studies with a concentration in Economics from Louisiana State University and her MS in Human Ecology – Family Economics from Louisiana State University.