Team Biographies

Mary F. Anderson, CFA

President and Portfolio Manager mary@firstfiduciary.com

Mrs. Anderson is the president of First Fiduciary and is responsible for overall planning, operations and administration for the firm. In addition, she serves as a portfolio manager and member of the investment team. Mrs. Anderson has been with First Fiduciary since 1993. She has over 30 years of experience in investment management.

Before joining First Fiduciary, she was a portfolio manager at Rapaport Capital Management where she specialized in large-cap equity management. Prior to that, Mrs. Anderson worked for 10 years at Roulston & Company where she was a sell-side investment research analyst and subsequently a portfolio manager. As a sell-side analyst, Mrs. Anderson performed detailed evaluations of publicly traded companies and wrote extensive research reports that were sold to large investment management firms worldwide.

Mrs. Anderson is a Chartered Financial Analyst (CFA). She is a past treasurer of the CFA Society of Cleveland, where she is currently a member. Mrs. Anderson served on the board of Marycrest (a group home for troubled youth) in Independence, Ohio. She holds a B.B.A. with Honors from Cleveland State University. Mrs. Anderson enjoys baroque music, running, yoga and time spent with her family.

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