Mary Claire received an MBA from the University of Chicago’s Graduate School of Business and an AB from Princeton University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mary Claire authored a financial planning book for young couples entitled “The Family CFO” (Rodale 2004). She regularly writes financial planning articles for several national publications and has been quoted in the national media. Long-serving as secretary to the Princeton Class of 1990, Mary Claire also is trustee emeritus for her church’s endowment and serves on the PTSA executive committee for her children’s public school.
Prior to joining BRF, Mary Claire worked for a Chicago-based bank technology consortium and an international business consulting firm.
She has particular expertise in inter-generational wealth transfer issues.