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Mary Lukic

Head of Tax-Advantaged Equity

BIOGRAPHY

About Mary

Mary Lukic heads the tax-advantaged equity portfolio management team, which is responsible for tax-managed, 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.

Driven by purpose, guided by humility.

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Recent Insights featuring Mary

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  • U.S. Election: Prepare Now for Potential Tax Shifts
    MarketScape
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    U.S. Election: Prepare Now for Potential Tax Shifts

    Our analysis explores how potential post-election tax policy changes might impact dividends, capital gains, and municipal bonds and how investors might prepare for different election outcomes.
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  • U.S. Election 2024: An Analysis of the Tax Scenarios for Investors
    Point of View
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    U.S. Election 2024: An Analysis of the Tax Scenarios for Investors

    With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.
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  • Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise
    MarketScape
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    Transitioning to T+1 Settlement Cycles: The Advantage of Firm Expertise

    Adapting to the new cycles requires swift operational changes, making the guidance of experienced managers crucial.
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