Emily
Neumark

Harris Associates Lp

CRD#7863611
Investment Advisor
in Chicago, IL

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About this Advisor

Emily Neumark is a financial advisor based in Chicago, Illinois, working with Harris Associates Lp. Emily has previously held positions at Harris Associates L.P, Mb Financial Bank, and Depaul University. Emily has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, Delaware, Illinois, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Missouri, New Mexico, New York, Rhode Island, and Wisconsin. Currently, Emily is part of Harris Associates Lp, which operates out of Chicago, Illinois. The firm has 217 employees and manages assets totaling $101.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Harris Associates Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

111 S. Wacker Drive Suite 4600
Chicago, IL 60606

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Harris Associates Lp Brokerage Details

Total Assets Under Management

$101,246,680,842

IL Average: $6,674,516,078
Total Number of Employees

217

IL Average: 44
Total Number of Accounts

2,331

IL Average: 2,564
Average Account Size

$43,434,870

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Emily Neumark Work History

2019 - Present (5 years)

Harris Associates L.P

2017 - 2018 (1 year)

Mb Financial Bank

2013 - 2017 (4 years)

Depaul University

Disclosures

Please visit the SEC profile of Emily Neumark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harris Associates Lp

Emily Neumark
Chicago, IL
Michael Mangan
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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