Mary Bennett

Mary is the Team Chief Administrative Officer for Moldaver Lee Cohen Wealth Partners within the Rockefeller Global Family Office, which she joined in May 2020. Prior to Rockefeller, Mary spent over four years at Stifel, joining in in 2015, and has been a key member of Ed Moldaver’s group since 2008. She spent three years at Barclays with the team and, prior to that, six years at Morgan Stanley in the same role.

Before joining Morgan Stanley, Mary spent more than 20 years serving national strategic accounts as an account executive in sales and marketing. Her experience working with CEOs and C-Suite executives has been pivotal to her success in all phases of client service and in cultivating new client relationships.

Mary currently holds Series 7, 66, 31, and life, health, and variable insurance licenses. She graduated from the University of Buffalo and currently resides in Shrewsbury, New Jersey, with her husband and has two children.