As a Settlement Planner, Mary Wyant is responsible for the overall client experience at Milestone. She works with the investment team to monitor client portfolios and investment models. She also executes trading. Mary conducts meetings with external portfolio managers to understand performance, positioning, and the global economic outlook. Mary is a cross-functional team member, executing a variety of services our suite of companies can offer clients.
Mary graduated from the SUNY at Buffalo with a Bachelor of Arts in Finance and International Business with a minor in Spanish. She has had various internships as well as full-time professional experience with equity research, fixed income, investment management, and business development.
Outside of the office, Mary enjoys all the restaurants and experiences Buffalo has to offer, as well as spending time with friends and family.