Mary Deatherage is a Managing Director, Private Wealth Advisor, Portfolio Management Director and Senior Investment Management Consultant and is sometimes seen as a “Don Quixote” at Morgan Stanley: she sees where the firm and its people need to be moving, and is willing to “tilt against windmills” to try to effect change. Her contributions to various committees have resulted in improved efficiencies, better client service and reporting, and improved delivery of intellectual content.
Mary has been with Morgan Stanley Private Wealth Management since 1986. She and her team manage $1.9 billion in assets, as of February 2014. They provide financial planning, asset allocation, manager selection and liaison, estate planning and tax strategies.
Mary has her undergraduate degree in English, French and education. After teaching for five years around the world, she received her Masters of accounting and went on to do audit and acquisition work at PriceWaterhouseCoopers. She “saw the light” and came to wealth management in 1986, where she finds a synthesis of her teaching skills and analytical abilities.