Maria Bethune
Director of Client Services
My career in the world of finance started right after graduating from Bridgewater State University, where I received a Bachelor of Science in Business Management. I started working for Fidelity Investments in downtown Boston and was immersed quickly into mutual funds and how they operated. I learned that I had a true passion for this fast paced, detail orientated and very reactive environment.
After about 12 years and serving in many roles with an eventual promotion to a Senior Financial Analyst, I opted to leave Fidelity to dedicate myself at that time, to my three young, incredibly involved children, which I did for about 5-years, before joining Capital Management Partners in 2003.
For the past 7 years I have worked as the assistant to one of the founders of Charted Wealth, George Bowen. The passion and dedication that both founders have for this business and their clients has led me to this new adventure here at Charted Wealth.
What I love about this job is the clients. Working closely with them to service their needs has allowed me to connect with them about their families, vacations, jobs, grandchildren, life events and while yes, they are clients, I feel like they are part of our family here at Charted Wealth.
I am a life-long resident of the North Shore, which is about 20 minutes North of Boston. My husband, Dave, who I have been blessed to spend the past 33 years with and I, have three children, Hannah, Wil, and Madison, and a lovable, sometimes more than we bargained for, 3-year-old chocolate lab named Lenny. This past month we were blessed with our first grandchild, Leo, and are so excited to experience this next stage of life as grandparents.
When I am not working, you can find me spending time with family and friends. Whether that be spending time at the beach, going for long walks, entertaining at my home, vacationing on Block Island, or planning my next travel adventure.
A favorite quote that I often reference is by Friedrich Nietzsche.
“He who has a why to live can bear almost any how.”