Mary joined the Equilibrium Water and Waste team working on due diligence and underwriting for the Wastewater Opportunity Fund (WOF). Mary brings over 10 years of experience in investment banking, financial advisory, public policy and consulting services to federal, state, and local governments. Mary’s expertise includes complex financing structures including multi-year, multi-billion dollar capital plans.
Mary came to Equilibrium following a one-year fellowship program at Stanford Graduate School of Business. Immediately prior to joining Equilibrium in 2015, Mary was a consultant assisting the treasury group at the Bonneville Power Administration, the federal power marketing agency managing electric generation facilities and the transmission system in the northwest.
Mary spent 8 years as a public finance investment banker with Seattle-Northwest Securities Corporation (“SNW”), a regional investment bank specializing in public finance; SNW was acquired by Piper Jaffray in 2013. During her tenure at SNW, Mary structured and executed over 100 bond transactions with a total par value exceeding $3 billion. These financings included general obligation bonds, revenue bonds, pension bonds, tax credit and federal stimulus program bonds, bank placements, and interim financing solutions for public facilities and infrastructure including municipal water and wastewater systems. Mary’s contributed on projects of regional importance including the Sellwood Bridge, Portland-Milwaukie Light Rail line, and Oregon Zoo.
While at SNW, Mary created a new set of consulting services assisting local governments with multi-year projections of tax revenues and pension contribution rates.
Mary holds a master’s degree from Stanford Graduate School of Business and a bachelor’s degree from Vassar College. Mary chairs the Research Board for the City Club of Portland, a non-profit and non-partisan civic affairs organization.