Bersot Capital Management LLC was founded in 2006 by Mary Bersot, CFA to provide investment management services to individuals, families, foundations and endowments. Ms. Bersot began her career at Wells Fargo Bank in 1974 where she managed investments for some of the largest and most complex family trusts as well as individual advisory accounts. In 1984 she joined Citicorp Trust of California as part of the firm’s global private bank. She was responsible for investing client portfolios and also a member of the task force to merge the domestic and private banks at Citicorp.
In 1989 Mary Bersot joined McMorgan & Company to manage stock portfolios for Taft Hartley Pension and Health and Welfare plans. Ms. Bersot and her colleagues managed mutual funds with Morningstar ratings of 4 stars as well as individual portfolios. Ms. Bersot was a speaker at the Employee Benefit Foundation National Conference on several occasions and she authored a textbook chapter for the organization titled Introduction to Common Stock Investing.
Mary Bersot joined Dresdner RCM- (f/k/a Rosenberg Capital Management)- in 1999 where she was a Managing Director and Co-Chief Investment Officer of the Large Cap Team, responsible for over $20 billion of assets under management. Ms. Bersot was a member of the Investment Policy and Executive Management Committees. The investment team’s performance record attracted new business to the firm and earned her a reputation as one of the leading investment managers in San Francisco.
Mary Bersot has over 30 years experience managing investment portfolios for clients. Her 16 years working with individuals, trusts and families, her mutual fund management experience and her role with major pension funds offers clients of Bersot Capital Management the depth and experience needed to manage their assets to achieve their investment goals.
Mary Bersot is married and lives with her husband in Tiburon. She is a former member of the San Francisco General Hospital Foundation Board of Directors and served on the Executive and Governance Committees. She is past Treasurer of the organization. Ms. Bersot is also on the Advisory Council for MedShare International and a member of the International Women’s Forum. Ms. Bersot was a national finalist as Volunteer of the Year in 2011 sponsored by Investment News. She has been appointed to a three year ( 2015-2018) term on the Public Company Accounting Oversight Board. Mary Bersot is a Chartered Financial Analyst and a member of the San Francisco Security Analyst Society.