![Mary Olson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mary Olson
Analyst-Equity presso
Marquette Asset Management LLC
Profilo
Ms. Mary Olson is a Senior Vice President at Marquette Asset Management LLC.
She manages client reporting, portfolio management functions and is responsible for trading and ensuring the accuracy of investment and financial transactions engaged in for our clients.
She works on the Investment team and works closely with the Client Services and Compliance teams.
Before joining the firm in 2006, Ms. Olson was a Senior Client Service Manager with Atlantic Trust, a boutique advisory firm in Boston.
Additionally, she 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 from Boston University.
Posizioni attive di Mary Olson
| Società | Posizione | Inizio |
|---|---|---|
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette creates well-defined, diversified portfolios across a variety of asset classes that would be consistent with a targeted level of risk. The firm’s investment philosophy underlies an investment approach designed to reduce subjective biases, focus on factors with higher expected returns and deliver sustainable, long-term value for its clients. | Analyst-Equity | 01/01/2006 |
Precedenti posizioni note di Mary Olson
| Società | Posizione | Fine |
|---|---|---|
Scudder Private Investment Counsel /Boston Operations/
 Scudder Private Investment Counsel /Boston Operations/ Investment ManagersFinance Provides private wealth management services | Corporate Officer/Principal | - |
Mellon Private Asset Management | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Formazione di Mary Olson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
7
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette creates well-defined, diversified portfolios across a variety of asset classes that would be consistent with a targeted level of risk. The firm’s investment philosophy underlies an investment approach designed to reduce subjective biases, focus on factors with higher expected returns and deliver sustainable, long-term value for its clients. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Scudder Private Investment Counsel /Boston Operations/
Scudder Private Investment Counsel /Boston Operations/ Investment ManagersFinance Provides private wealth management services | Finance |
Mellon Private Asset Management |
