Mary Olson

Analyst-Equity at

Marquette Asset Management LLC

Finance

Consumer Services

Profile

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.

Mary Olson active positions

Companies	Position	Start
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

All active positions of Mary Olson

Former positions of Mary Olson

Companies	Position	End
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	-

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Linked companies

Private companies	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

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