Mary Malloy

Mary Malloy is a Partner at The Bollard Group LLC in Boston, Massachusetts, where she leads advisory services focused on finance, venture capital, and tax strategy for private clients and institutional investors. Her current responsibilities include providing executive-level investment guidance, managing client relationships, and overseeing complex financial planning engagements.

She has extensive expertise in tax planning and financial services, with prior experience as a Tax Associate at EY, positioning her as a specialist in the intersection of tax, investments, and wealth management. At The Bollard Group, her sector focus includes venture capital, general finance, and lending and investments, supporting clients across emerging businesses and established enterprises.

Mary holds an MBA from Boston University and a degree from Rochester Institute of Technology. She is recognized for her thorough approach to financial advisory, notable contributions to client outcomes, and strategic insight in both tax matters and investment projects within the Boston market.