JOINED NORTHERN TRUST
- B.B.A. and concentrations in accounting and finance - Saint Mary’s College
- Certified Financial Planner®
- Certified Public Accountant (CPA)/Personal Financial Specialist (PFS)
As a trusted advisor and client advocate, Mary specializes in the development, delivery and implementation of comprehensive, complex, value-added wealth management planning for high net worth individuals and families. She works closely with a client's team of advisors to ensure appropriate strategies are considered and executed effectively.
Before joining Northern Trust in 2016, Mary was Director of Financial Planning and Education with a single family office in downtown Chicago. She has nearly twenty-five years of experience providing personal financial, risk management and wealth transfer advisory services to wealthy families, private business owners, entrepreneurs and corporate executives.
Mary is an active member of the Chicago Estate Planning Council (CEPC), Greater North Shore Estate & Financial Planning Council (GNSEFPC), Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA) and the Illinois Certified Public Accountants Society (ICPAS). She is on the Kesem Chicago Event and Winnetka Public Schools Foundation Boards and a past member of the Junior League of Chicago.