Maurée L. Barrett, CFA®

Head of Operations, Branch Office Manager, Director

Maurée is the Head of Operations for Cary Street Partners where she oversees systems, data management, and internal workflows to drive operational efficiency and scalability. With over 25 years of experience in financial services industry, she ensures seamless integration of technology and processes to support the firm’s high standards for client service, firm growth, and regulatory compliance. Maurée is also the Branch Office Manager of the Charlottesville, VA office, where she leads a team of financial advisors and support staff who provide personalized wealth management services to clients. A graduate of the University of Virginia, she earned the Chartered Financial Analyst designation from the CFA Institute.

Experience:

  • Old Dominion Capital Management, Chief Compliance Officer

Education/Certifications:

  • University of Virginia, BA
  • Chartered Financial Analyst® designation
  • Series 65