Wealth Management

Mary E. Anderson

Senior Wealth Advisor


Industry Start



Marquette University, BA

University of Minnesota, MBA

University of Wisconsin - Milwaukee, MA

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 University of Minnesota with a concentration in Finance. Mary also earned an MA from the University of Wisconsin - Milwaukee.