Profil
Ms. Mary Olson is a Vice President at Marquette Asset Management LLC.
She is responsible for trading and ensuring the accuracy of investment and financial transactions engaged in for our clients.
Before joining the firm in 2006, she was a senior client service manager with Atlantic Trust, a boutique advisory firm in Boston.
Additionally, Mary has several years of wealth management experience with Scudder Private Investment Counsel and with Mellon Private Asset Management in Boston.
She earned a bachelor’s degree in Business Administration, cum laude, from Boston University.
Postes actifs de Mary Olson
| Sociétés | Poste | Début |
|---|---|---|
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Analyst-Equity | 01/01/2006 |
Anciens postes connus de Mary Olson
| Sociétés | Poste | Fin |
|---|---|---|
| Scudder Private Investment Counsel /Boston Operations/ | Corporate Officer/Principal | - |
| Mellon Private Asset Management | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | - |
Formation de Mary Olson
| Boston University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
| Scudder Private Investment Counsel /Boston Operations/ | Finance |
| Mellon Private Asset Management |
