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Investment Management

Mary Lukic, CFP

Head of Tax-Advantaged Equity

Expert profile image of Mary Lukic, CFP, Head of Tax-Advantaged Equity - Tax-Advantaged Equity

Mary Lukic heads the tax-advantaged equity portfolio management team, which is responsible for tax-managed index strategies, as well as implementation of tax management on dividend, ESG (environmental, social and governance) and quantitative active strategies. She is also a senior portfolio manager on the global equities investment team.

 

Mary has extensive experience providing custom equity solutions to high-net-worth families, nuclear decommissioning trusts, settlement trusts, insurance companies, and other taxable and tax-exempt investors.

 

Mary earned her bachelor’s degree in finance from Illinois State University and an MBA with a concentration in finance, accounting and organizational behavior from the University of Chicago. She holds the Certified Financial Planner™ designation.