Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.
Bridget McNamara-Fenesy is a Bates Consulting Expert with more than 30 years of experience in the financial services industry. In addition to deep expertise in legal and compliance regulatory matters, Bridget also has expertise in corporate governance—working directly with corporate boards to fulfill their fiduciary obligations to shareholders and stakeholders.
Bridget served as President and CEO to M Holdings Securities, a dual registered broker-dealer and RIA. She also served as President to M Financial’s Asset Management division and its four proprietary mutual funds. In those roles, Bridget was responsible for the successful implementation and execution of all aspects of running the business, from strategy development to operational efficiencies, to compliance and regulatory matters. Bridget also served on M Financial’s Executive Leadership Team and was responsible for the firm’s corporate governance processes.
Bridget obtained her law degree from the University of Denver Sturm College of Law, and her undergraduate degree from the University of Notre Dame. She also holds the Certified Employee Benefits designation from Wharton School of Business. In her capacity at M Financial, she held her Series 7, 63 and 24 securities licenses, as well as her life, health, and long-term disability licenses.
Bates Group LLC, Consulting Expert, 2023 - Present
Two Gaits Consulting, Founder and CEO, Portland, OR, 2001 – 2016, 2022 – Present
M Securities, M Financial Securities Marketing, M Funds, M Financial Investment Advisers, M Financial Asset Management, President and CEO, Portland, OR, 2016 – 2022
M Financial Group, Vice President, Portland, OR, 2016 – 2022
Juris Doctorate (JD), University of Denver Sturm College of Law
Bachelor of Arts (BA), Psychology, Sociology, University of Notre Dame
Certified Employee Benefits Specialist Designation, Wharton School of Business
FINRA Series 7, 63, 24
Life, Health, Long-Term Care Insurance Licenses