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About
Mary Bell is a Partner at The Bollard Group LLC in Cambridge, MA, where she provides senior leadership in tax consulting and advisory services. Her responsibilities include guiding strategic tax planning, overseeing compliance for high-net-worth individuals and closely held businesses, and advising clients on multi-generational wealth transfer strategies. She is recognized for her expertise in tax optimization and estate planning for private clients, family offices, and entrepreneurs.
With more than 30 years of professional experience, Mary began her career as a tax associate at Ernst & Young from 1992 to 1995 before advancing to partnership at The Bollard Group. Throughout her career, she has developed specialized knowledge in tax matters affecting investment partnerships, real estate, and private equity structures, serving affluent clients in the financial and business sectors.
Mary holds an MBA from the Questrom School of Business at Boston University and an undergraduate degree from Rochester Institute of Technology. Her combination of Big Four experience and boutique advisory leadership has established her as a trusted resource for complex tax and investment challenges impacting individual and institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Bollard Group LLC | Partner | Unknown to Present | — |
| Ernst & Young | tax associate | Aug 1992 to Aug 1995 | — |
Education
Questrom School of Business, Boston University
MBA
1998 — 2002
Rochester Institute of Technology
1988 — 1992
Others at Bollard Group LLC (1)
| Name | Role | Location |
|---|---|---|
M Mary Malloy | Partner | Boston, MA , United States |
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