Mary Ann Akin

Examiner
DISC Type : cs

Director of Business Strategy, Institutional Consultant at Graystone Consulting

Raleigh-Durham-Chapel Hill Area, United States

Overview

Mary Ann Akin is the Director of Business Strategy at Graystone Consulting, bringing over 30 years of experience in serving institutional investors. She holds CFP® and CIMA® designations and earned a Certificate in Non-Profit Management from Duke University, focusing on investment policy and asset allocation for foundations and non-profits.

Her commitment to community service is demonstrated through her past board memberships at organizations such as Artspace, Triangle Family Services, and Breakthrough T1D (formerly JDRF). This experience complements her professional focus on the non-profit sector, reflecting a deep personal and professional dedication to mission-based institutions.

Her team was recently named to the 2026 Forbes Best-In-State Wealth Management Teams list.

Personality Overview

Late Adopter

Status Quo Seeker

Unexpressive

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Non-Profit Governance
Holds a Certificate in Non-Profit Management from Duke and has served on the boards of Artspace, Triangle Family Services, and Breakthrough T1D.
Institutional Investing
Has over 30 years of experience advising institutional clients, including foundations and endowments, on investment policy, asset allocation, and manager selection.
Strategic Business Planning
Her role focuses on developing and managing business processes to achieve the team's overall strategy, as noted in her official biography.

Media Appearances

Mary Ann Akin | Graystone Consulting. Featured in Graystone Consulting (Morgan Stanley)

See Now

Work History

6-2006
Director of Business Strategy, Institutional Consultant at Graystone Consulting
8-2002 - 6-2006
Senior Business Consultant at Morgan Stanley
6-1996 - 6-2002
Regional Director for Consulting Group at Morgan Stanley
4-1992 - 6-1996
Senior Divisional Analyst at Morgan Stanley
12-1989 - 6-1992
Senior Technical Analyst at Morgan Stanley

Education

1982 - 1986
Bachelor of Science (B.S.) from Miami University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Raleigh-Durham-Chapel Hill Area, United States Job Level : Senior Designation : Director of Business Strategy, Institutional Consultant at Graystone Consulting
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Insights For Selling To Mary Ann

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary Ann is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Mary Ann

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Mary Ann move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Mary Ann take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Mary Ann

Personality Compatibility


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