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Partners in Building Wealth

March 2016

Mary Bersot CFA Appointed to PCAOB Investment Advisory Group

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Mary Bersot, CFA has been appointed to a three year term as a member of the PCAOB Investment Advisory Group.  Ms. Bersot is CEO and Chief Investment Officer of Bersot Capital Management LLC, which she founded in 2006. Prior to that she was a Managing Director and Co-Chief Investment Officer of the Large Cap Team at Dresdner RCM (f/k/a Rosenberg Capital Management), managed stock portfolios for Taft Hartley Pension and Health Plans at McMorgan & Co, and served as part of Citicorp Trust of California’s global private bank.  She began her career at Wells Fargo where she managed investments for some of the bank’s largest and most complex family trusts. The PCAOB is a non-profit corporation established by Congress to oversee the audits of public companies in order to protect investors and the public interest by promoting informative, accurate, and independent audit reports. The PCAOB also oversees the audits of[more…]