Mary Mustard, CFA

Managing Principal / Consultant

Boston

As a consultant, Mary works closely with her clients to achieve their investment objectives. She focuses on educating her clients to make informed decisions on topics ranging from fund governance, asset allocation, manager selection, and operations.

  • Investment consulting
  • Joined Meketa in 2010

    Previous roles:

    • Danforth Associates, Research Analyst

    Other responsibilities at Meketa:

    • Endowment & Foundation Practice Group
    • Marketable Securities Oversight Committee
    • BS, Bentley University
    • MBA, Bentley University
    • CFA® charterholder, CFA Institute
    • Member, Boston Women in Finance

    Mary loves spending time with her husband, daughter, and dog doing just about anything! She also enjoys volunteering for various groups, including the National Multiple Sclerosis Society and her local food pantry.