Mary Wladkowski is one of the founders of Innovative Adviser Solutions, LLC and serves as Chief Economist to the firm and its subsidiaries. Mary’s career has spanned banking, investments, and academia, having served as Chief Investment Officer at a few firms before becoming a Professor of Finance. In her role as CIO, she served individuals, working with trust, estates, and high net worth portfolios as well as institutional clients managing endowments, charitable trusts, and retirement plans. She has earned the CFA (Chartered Financial Analyst), the Financial Risk Manager (FRM), and the CAIA (Chartered Alternative Investment Analyst) credentials, as well as a PhD in Business Administration.
Mary understands markets are complex and serving clients’ needs is her primary objective. Integrity undergirds her work, serving as a checkpoint while bringing a different perspective to the management of client assets. Her involvement in the investment decision-making process is separate from the selection of assets, functioning as a dispassionate mediator, helping clients to steer clear of investment fads and keeping an eye on the long-term goals of each investor.
As a member of the CFA Institute, Mary continues to contribute to the field, serving as an essay exam grader for over 20 years, working on the Candidate Curriculum Committee and the Practice Analysis Committee; she served two terms as an exam writer, and was awarded the Donald L. Tuttle Award for Excellence in CFA Examination Grading in 2017.
Mary volunteered on the Supervisory Committee at a federal credit union and has been an active member of several non-profit organizations, including two terms as president of the Alaska Women’s Resource Center, and second vice president of the Susitna Girl Scout Council. She also serves as an academic advisor to the University at Albany’s School of Business Investment Group and the UAlbany Stock Exchange club. Mary is committed to encouraging women in the financial services field and believes financial literacy is a universal goal.
Married with two adult children, she splits her time between Anchorage, Alaska, and upstate New York.