Marquette Wealth Management
Mary O'Brien-Olson is a Vice President and Financial Analyst at Marquette Wealth Management, with extensive experience in the financial industry. Prior to their current role, Mary held positions as a Senior Client Service Manager at Atlantic Trust, Client Service Manager at Scudder Private Investment Council, and Senior Associate at Mellon Bank/Boston Safe Deposit and Trust. Mary also served as an Assistant Branch Manager at Hingham Savings Bank. Their education includes attending Boston University.
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Marquette Wealth Management
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.