Sometimes we live with a word for decades and consider that we know exactly what it means, what it refers to and how best to use it. I did not title this article “Philanthropy” because I imagined that readers might turn the page to avoid this conversation. I wonder how many of us know the real meaning of this word.
Mary Davidson has a rich history of investment management and holds advanced degrees in Business and History. Employed by The Bank of New York for 25 years, Mary managed stock and bond portfolios, each minimally $1M.