Maria Neary

Managing Wealth Advisor at Northern Trust

New York, New York, United States

About

Maria Neary is a Managing Wealth Advisor at Northern Trust delivering comprehensive wealth management solutions to high net worth individuals and families. Prior to joining Northern Trust, Maria served for over six years as the leader of Geller Family Office Services LLC, a multi-family office providing wealth management services to private clients. In addition to providing direction for the practice, her responsibilities there included overseeing client relationships, coordinating a wide range of wealth management services and leading business development. She was also a member of the firm’s Investment Committee. Prior to joining Geller, Maria was Chief Operating Officer at Braun Business Management, a multi-family office firm. Her responsibilities there included overseeing operations, client management, and business development. Prior to this, she was with the JPMorgan Private Bank as a Senior Relationship Manager for over eight years, providing sophisticated financial entrepreneurs and their families with a full spectrum of wealth management services. Maria began her career with PricewaterhouseCoopers. In addition to being a Certified Public Accountant (CPA), Maria is a Chartered Financial Analyst (CFA). She earned her BBA and MBA at Pace University and has taught accounting at New York University’s School of Continuing Education. Maria currently serves on the Advisory Council of Change for Kids, a New York-based nonprofit organization. She is a member of the New York Society of Security Analysts and the Estate Planning Council of New York City, and she serves on the Family Office Committee of the New York State Society of CPAs.

Experience

  • Senior Vice President at Northern Trust Wealth Management
    Jan 2011 - Present · 15 yrs 6 mos

    Maria Neary is a Managing Wealth Advisor at Northern Trust delivering comprehensive wealth management solutions to high net worth individuals and families.

  • Group Leader and Senior Client Advisor at Geller Family Office Services LLC
    Aug 2004 - Sep 2010 · 6 yrs 2 mos

  • COO at Braun Business Management
    2003 - 2004 · 1 yr

  • Vice President at JP Morgan Chase Private Bank
    1995 - 2003 · 8 yrs

    Senior Relationship Manager

  • Associate at Chemical Bank
    1993 - 1995 · 2 yrs

    Asset Backed Lending Team