Natalie Adamski

Natalie is a Team Lead & Senior Client Service Associate at Kovitz, where she works alongside senior wealth advisors supporting all aspects of a client relationship. Her responsibilities involve managing the onboarding and servicing of new and existing investment accounts as well as tailoring unique solutions to each client’s specific needs. Natalie is committed to client service excellence, contributing to team success and continuous process improvement to increase efficiencies. She focuses relentlessly on the finest details to ensure an exceptional experience for her clients.

Prior to joining Kovitz, Natalie spent a decade servicing Institutional and high-net-worth clients at Harris Associates LP. While her areas of expertise as a Portfolio Specialist included various portfolio administration, automation and investment operations functions, Natalie’s true passion was in client relations. Naturally, she geared her long-term goals to enhancing the client experience, leading to opportunities to work with Harris’ sensitive client lists and complex account onboardings across the globe. Natalie is equally enthusiastic about mentorship and supporting women in business. She was honored with the responsibility to train and develop new associates within her team, fostering a culture of partnership, dedication, and integrity.

Natalie earned her Bachelor of Science degree in Finance from Lewis University. Outside of the office, Natalie enjoys staying active, interior design, uncovering hidden restaurant gems in Chicago, and exploring different cities with family and friends.