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Mary Naber

Founder & President

Sage Stone Wealth Management

United States, California, San Diego County

About Me

Prior to founding Sage Stone, Mary served as a Senior Vice President – Investments and Wealth Management Advisor at Merrill Lynch in Beverly Hills. She is the author of “Catholic Investing: The Financial Effect of Screens“ in the Journal of Investing, the first published empirical research documenting the financial impact of socially conservative screens. Her article "Christ’s Returns" was featured in Christianity Today. Mary’s expertise in the field of ethical investing is highlighted in over half a dozen books and multiple magazines. She is the first undergraduate in the history of Harvard University to receive a double major in Economics and Religion, with Honors.

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Profile Information

Founder & President

Sage Stone Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego County

California

United States

Jan 8, 2025

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