Putting Clients First Since 1975
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Mary Anderson

Mary F. Anderson, CFA

 
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President and Portfolio Manager

Since becoming president in 2006, Mary Anderson has led First Fiduciary to significant growth while maintaining a commitment to the firm’s excellence. Mary oversees the implementation of First Fiduciary’s disciplined investment strategy and manages its financial affairs. Her dedication to the firm’s time-tested investment process has enabled First Fiduciary to produce impressive returns.

As a portfolio manager, Mary uses extensive bottom-up company analysis to uncover investment opportunities. Mary’s knowledge of and commitment to First Fiduciary’s clients has cemented her as a valuable advisor to families across generations. Institutional and individual clients rely on Mary’s experience for thoughtful and direct advice.

Prior to joining First Fiduciary in 1993, Mary was a portfolio manager specializing in large-cap equity management and an investment research analyst with clients across the globe.

Mary enjoys yoga, running, indoor cycling, and baroque music.

  • BBA with Honors from Cleveland State University
  • Chartered Financial Analyst (CFA), member and former treasurer of the CFA Society of Cleveland
  • Served as a board member of Marycrest (a group home for troubled youth)