Mary Dennis Jones, CFA is a portfolio manager and partner in Regent Investment Management, a Louisville-based registered investment advisory firm, and also separately provides Family Office consulting services to a longtime client family. She has 29 years of experience managing wealth for individuals, families, and institutions. Prior to joining Regent, Mary was an Executive Vice President, Senior Portfolio Manager, and Director of Fixed Income for Atlas Brown, Inc. Previously, she served as Vice President and Director, Tax Exempt Fixed Income at Hilliard Lyons Asset Management, where she assisted with the creation of the HLAM Strategic Portfolio Series. Mary has also worked in the Trust Departments of Stock Yards Bank and PNC Financial Corp. She has extensive experience in portfolio management, wealth planning, and family office services. Mary graduated from the University of Louisville in 1987 with a B.S. in Business Administration with honors in Finance. She earned the Chartered Financial Analyst designation in 1993 and is a member of the CFA Society of Louisville and the CFA Institute. She also serves as Treasurer to The Berry Center in New Castle, Kentucky.