Mary Barneby has demonstrated leadership and a strong commitment to the advancement of others through her successful career in the financial services industry where she has held senior roles for more than 30 years. She has also been an active and enthusiastic volunteer leader in a number of community-based and national not-for-profit organizations throughout her business career, with an emphasis on the advancement of girls and women. She was a Girl Scout in Brooklyn, NY and attributes the challenge of earning badges to her drive for achievement of tangible results in her personal and professional lives as an adult.
Most recently the Head of UBS’ Private Wealth Management office in Stamford, CT, Mary’s team there was responsible for more than $6.5 billion in clients’ investment portfolios. During her ten years at UBS, Mary held several leadership roles in the wealth management business, but also was active in the UBS women’s network where she served as national chair for 3 years. During this time, Mary also held volunteer Board positions at Interval House, a Hartford-based charity, DOMUS in Stamford CT, the Stamford YMCA and the University of New Haven Board of Governors, where has served as Chair of the Academic and Student Affairs Committee. She is a former member of the CT Council for Education Reform, a group dedicated to closing the State’s educational achievement gap in grades K-12. She is currently an Independent Trustee of the First Investor Mutual Funds, a mutual fund company with nearly $10 billion in investor assets, and a member of the IWFCT, a global organization comprised of accomplished women leaders.
Mary began her financial services career at Merrill Lynch and held senior level positions there. During her tenure at Merrill Lynch, she was one of 30 young executives selected nationwide by the White House to participate in the President’s Executive Exchange Program in Washington, DC. A pioneer in the defined contribution plan arena, Mary was responsible subsequently for business start-ups at 3 mutual fund companies and was a founding member and first President of the Defined Contribution Council, an industry wide professional advocacy group.
Mary is a graduate of New York University and holds a Master of Business Administration in Finance from Fordham University. She completed post graduate coursework at the Wharton School. She has served as both a Director and the President of the Financial Women’s Association of New York, a professional organization with more than 1200 members, and remains a committed member of the FWA. From 1992-1996, she was Chair of the Board of the American Heart Association’s New York City Affiliate and served as National Chair of the AHA’s Investment Subcommittee during that time.
In 2008, she was a recipient of the Women's Venture Fund's "Highest Leaf Award" for her efforts as a mentor and role model to other women. She was also recognized by the YWCA of New York in their 37th Annual Women Achiever's Awards and the National Organization of Italian American Women in 2014.
Mary has worked in Hartford and Stamford, and has lived in Stamford and New Haven, An enthusiastic resident of the State, she now resides in Madison, CT and is married to Kirk Barneby. They have 6 grown children.