Withum Wealth Management
Mary Dobson has a strong background in client relations, operations, and investor relations, with experience in various financial firms such as Pinnacle Associates and Withum Wealth Management. Previously, Mary also worked as a Director of Investor Relations at Alkeon Capital Management, showcasing their expertise in the field. With a Bachelor of Science in Business Administration from Sacred Heart University, Mary's career has been focused on building and maintaining relationships with clients and investors.
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Withum Wealth Management
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!