Mary Beth Carozza
Senior Director – Client Services
Mary Beth Carozza has more than thirty years of experience within investment management and client service operations. She has primary responsibility for the firm’s portfolio management, client reporting, and performance reporting systems. Mary Beth additionally handles the firm’s billing function and some of the firm’s administrative functions along with a number of client service matters.
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 Bachelor of Science in General Studies with a concentration in Economics from Louisiana State University and her Master of Science in Human Ecology – Family Economics from Louisiana State University.
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 Bachelor of Science in General Studies with a concentration in Economics from Louisiana State University and her Master of Science in Human Ecology – Family Economics from Louisiana State University.