About
Mary
Mary works closely with her clients with the construction and management of portfolios. Since 1982, Mary has been involved in financial markets. She joined Focus Partners Wealth in 2026, having previously worked at Kovitz since 2007. Before joining Kovitz, she was with Harris Bank, where she spent 11 years working in the bank’s Investment Department before joining Harris's Private Bank, where she specialized in developing asset management programs for large complex trusts and investment relationships. Prior to joining Harris, Mary was with Continental Bank.
Education and Professional Milestones
-Marquette University – bachelor’s degree in liberal arts
-University of Minnesota Carlson School of Management – master of business administration with a concentration in finance
-University of Wisconsin–Milwaukee – master’s degree
Mary works closely with her clients with the construction and management of portfolios. Since 1982, Mary has been involved in financial markets. She joined Focus Partners Wealth in 2026, having previously worked at Kovitz since 2007. Before joining Kovitz, she was with Harris Bank, where she spent 11 years working in the bank’s Investment Department before joining Harris's Private Bank, where she specialized in developing asset management programs for large complex trusts and investment relationships. Prior to joining Harris, Mary was with Continental Bank.
Education and Professional Milestones
-Marquette University – bachelor’s degree in liberal arts
-University of Minnesota Carlson School of Management – master of business administration with a concentration in finance
-University of Wisconsin–Milwaukee – master’s degree