Mary works closely with her clients with the construction and management of portfolios. Since 1982, Mary has been involved in financial markets. Prior to joining Kovitz in 2007, she was a Vice President and a Senior Portfolio Manager at Harris Bank. After 11 years working in Harris Bank’s Investment Department, Mary joined Harris's Private Bank in 1995 where she specialized in developing asset management programs for large complex trusts and investment relationships. Prior to joining Harris in 1984, Mary worked in Continental Bank's Investment Department. She graduated with a Bachelor of Liberal Arts degree from Marquette University and an MBA from the Carlson School of Management at the
Mary Anderson
Senior Wealth Advisor
Kovitz
United States, Illinois, Barrington Hills
About Me
Profile Information
Senior Wealth Advisor
Kovitz
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Barrington Hills
Illinois
United States
Sep 3, 2024
More profiles to browse
CN
Chris Nicholson
Principal, Senior Wealth Advisor, Director - Wealth Management and Senior Financial Advisor
JS
Jesse Stumpf
Principal, Director - Fixed Income
David Castro
Principal, Senior Financial Advisor
MK
Mitchell Kovitz
Principal, Founder, Vice Chairman, Focus Financial Partners, Co-Chief Investment Officer
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management