Mary Duffy is a control person of Andersen Tax and directly owns under 5% of it. Mary Duffy holds a BS in Accounting from the University of Illinois at Urbana-Champaign and an MS in Sociology from Northwestern University. Mary Duffy studied MSLT at the University of San Francisco.
Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Mary Duffy is Managing Director of Andersen, based in Washington D.C. She is Head of Andersen's US National Tax practice and a member of its U.S. Board of Directors. She began her career in tax at Arthur Andersen in Chicago and later worked in Deloitte's National Federal Tax Solutions practice. From 2011 to 2013 she was one of two Legislation Tax Accountants with the Joint Committee on Taxation, immediately before joining Andersen.
- CRD
- 6932964
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director/Board Member
- In role since
- January 2018 · 8 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- McLean, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andersen.com
Where does Mary Duffy work?
Mary Duffy has been Managing Director/Board Member of Andersen Tax LLC since January 2018, and is a control person of the firm.
How can I verify Mary Duffy’s record?
Mary Duffy’s role is listed on Andersen Tax LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124205.
Mark VorsatzChief Executive Officer/Managing Director/Chairman of Board
Neal LivingstonManaging Director/Chief Financial Officer- Morgan ChongChief Compliance Officer
Frank CassidyManaging Director/Board Member
Peter CosciaManaging Director/Board
Peter CroccoManaging Director/Board Member
William DeckelmanManaging Director/Chief Legal Officer
Daniel DepaoliCountry Managing Director
Matthew JufferManaging Director - Des Moines Ics
Joseph KarczewskiManaging Director/Board Member
Andrew KyriacouManaging Director - Boston Ics
Adam LevyManaging Director - New York Ics
Jeff MaloManaging Director, Board Member
Adam SteinbergerManaging Director/Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics