Wellesley Investment Partners appoints Mary Beth Mahoney, as Director, Wealth Advisor
Wellesley Investment Partners, a wholly owned subsidiary of Wellesley Bank, announced today that Wellesley resident, Mary Beth Mahoney has been appointed as Director, Wealth Advisor. In this role, Mary Beth will be responsible for attracting and managing new relationships in support of the Company’s expansion in the New England area.
Ms. Mahoney has 16 years as an investment professional and 11 years as an executive in financial services. Most recently she was a Managing Director at First Republic Bank; previously she spent 13 years as a Senior Vice President at Boston Private Bank and Trust in the Investment Management Division. She earned a Bachelor of Arts in History from Dartmouth College and a Master of Business Administration, cum laude from Babson College – Franklin W. Olin Graduate School of Business.
“Mary Beth is a highly regarded investment professional in the Greater Boston area and will help strengthen our expanding team of wealth advisors in the region” said Bill Cadigan, President of Wellesley Investment Partners. “She has a track record of success in helping individuals and families grow and preserve wealth across generations.”
Wellesley Investment Partners is a Registered Investment Advisor that manages portfolios for high net worth individuals, retirement plans, foundations, and trusts.
Wellesley Bank provides comprehensive premier banking and wealth management services to successful people, families, businesses and non-profit organizations. The company’s teams of highly experienced and knowledgeable bankers provide exceptional personalized services and trusted advice to its clients.
Wellesley Bank and its wholly owned wealth management company, Wellesley Investment Partners, LLC are subsidiaries of Wellesley Bancorp, Inc. (NASDAQ:WEBK).