Mary Kowarick is a Managing Director in the Naples office of J.P. Morgan Private Bank. Mary serves as a strategic advisor to some of the most affluent clients in Naples, including business owners, entrepreneurs, C-suite executives and family offices seeking the thought leadership and fortress balance sheet of an industry icon.
Mary understands that clients seek a strong partnership to help them achieve their important financial and family goals. She works in concert with them to build long-term approaches reflecting their views of the world so that they may create meaningful legacies and pass these values on to future generations. Mary leverages the professional resources of J.P. Morgan to address clients’ needs for banking, lending, investing and planning. She builds strong relationships and works in intimate ways to scale the firm down to size.
Mary has over 30 years of experience in private banking, capital markets and foreign exchange. Most recently, she directed a group of advisors and specialists in Naples as an Office Lead. Previously, she was the Chief Financial Officer of MBF Healthcare Partners, a family office and private equity fund in Coral Gables. Mary has also held senior roles at a global private investment firm, Latin American family office and Citi Private Bank in New York.
Originally from Wisconsin, Mary attended Woodlands Academy of the Sacred Heart, where she was introduced to Latin American culture by a roommate. She is a graduate of Marquette University, where she pursued a dual degree in Spanish and Communications, and studied abroad in Spain.
Mary serves on the Executive Board of Investors Associated, LLP, a real estate partnership in Wisconsin. She is on the Marquette University College of Business Administration Advisory Council, proud that three generations of her family have now attended the school. Mary is also a member of The League Club in Naples and sits on the finance committee for the organization, and serves on the board of Artis Naples.
Out of the office, Mary enjoys spending time with her three sons and socializing with friends. Her move to Florida introduced her to pickleball and has reignited her game of golf.
