Mari serves as a Senior Investment Associate for CWM Partners. With nearly 20 years’ experience in the wealth management industry, Mari’s in-depth expertise enables her to provide a wide range of integrated services to CWM clients. Through her work with complex families, she provides support in the areas of portfolio management, trade monitoring, company research, financial planning, cash flow projections, cost basis analysis, compliance fulfillment, and day-to-day operations. As a wealth steward, Mari specifically enjoys guiding younger investors as they learn to preserve inter-generational wealth.

Prior to joining CWM Partners, Mari worked at two New York City registered investment advisory firms, Douglas C. Lane & Associates and Manchester Capital Management, assisting both senior investment professionals and clients. Mari earned a B.A. from the University of Pennsylvania and an M.B.A from Duke University. When not at work, Mari enjoys cooking, travelling, photography, and spending time with family and friends.

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Mari

Nunez

CWM Partners, LLC