Mary Anderson is a Senior Wealth Advisor at Kovitz, a position they have held since 2007. Prior to this role, they served as a Senior Financial Advisor at Kovitz and spent over two decades at Harris Bank/Bank of Montreal as a Vice President/Senior Portfolio Manager. Additionally, they owned Anderson Arabians from 1987 until 2021 and participated as a Board Member for WINGS from 2007 to 2021. Mary earned a Master of Science degree from the University of Wisconsin-Milwaukee and an MBA in Finance from the University of Minnesota, along with a BA in Liberal Arts from Marquette University.
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