Local woman promoted to managing director at U.S. Trust
by MDJ staff
March 12, 2014 12:00 AM | 1246 views | 0 0 comments | 14 14 recommendations | email to a friend | print
Mary Stokes, a 25-year financial services industry veteran and Powder Springs resident, was promoted to managing director and regional investment executive of institutional investments at U.S. Trust, Bank of America Private Wealth Management in Atlanta.

Stokes is responsible for the delivery of investment management services to clients of U.S. Trust Philanthropic Solutions and Bank of America Retirement Solutions. Her other duties include coaching and developing portfolio strategists within the region, working with regional colleagues to grow the business as well as compliance and risk management oversight.  

Prior to joining U.S. Trust, she served as a senior consultant for Mercer Investment Consulting and Capital Resource Advisors. She began her career in the banking industry as a capital markets expert with the comptroller of the Currency.

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