Mary “Mimi” Makowske, MBA

Mary-MakowskeClient Relationship Manager

Mimi has been in the industry since 1984, managing investment portfolios and relationships for high net worth individuals. She participates in daily briefings with Peter, ensuring the highest attention to detail in handling all facets of financial planning and the execution of wealth management strategies. She works closely with Peter to provide a seamless client experience.

Prior to joining Maller Wealth Advisors, Mimi spent over 30 years in the Wealth Management departments of PNC as an Investment Advisor.

Education and Certifications
Bachelor’s degree in Economics from Loyola University Maryland
Master of Business Administration with a concentration in Finance from Loyola University Maryland

Current Memberships
Baltimore Estate Planning Council

On A Personal Note
Mimi lives in Towson with her husband and two daughters.

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