Our Team

Michael Warszawski, CFA

Michael is the founder and Chief Executive Officer of CWM Partners. He has served as a partner of a $3.5B multi-family office and as CEO of a $10B Private Bank. He was a co-founder of the Citibank Family Office, and has established or directed investment advisory, asset management and trust businesses in the U.S., U.K., Ireland, Jersey, Luxembourg, Israel, Hong Kong, Singapore and Switzerland. Michael has earned degrees from MIT and Columbia University. He is a CFA charter holder, a member of the Institute for the Fiduciary Standard and the Institute for Family Governance, the Chair of the Manhattan Gold Chapter of the YPO, a Tiger 21 Group Chair, and a board member of W!SE, which educates high school students and victims of domestic abuse in financial literacy.

  • 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.

  • Brett serves as Compliance Associate for CWM Partners. With experience spanning a range of industries, his unique background enables him to provide compliance and special project services to CWM and its clients. While Brett focuses on ensuring CWM Partners’ adherence to compliance-related obligations, he also works to fulfill complex client projects. As a creative problem-solver, Brett thoroughly enjoys navigating the intricacies that come hand-in-hand with any family dynamic.

    Prior to joining CWM Partners, Brett worked in numerous fields, including private equity due diligence, litigation and corporate boutique law firms, national youth athletics, and large-scale event management. Brett earned a B.A. from The Colorado College and a J.D. from the University of Massachusetts School of Law, where he graduated with high honors. When not at work, he enjoys cooking, gardening, golf, ice skating, and spending time with family and friends.

  • Beth serves as the Executive Assistant to the CEO for CWM Partners. Her primary role is to provide administrative support the firm’s Founder and CEO. She brings with her an extensive background in administration from many years in varied industries including finance, healthcare, and insurance.

    Between CWM Partners and her life outside of the office, Beth covers a lot of ground – walking more than six miles per day! During her personal time, Beth likes to stay active with almost any outdoor activity; She is also the mother of two teenage daughters.

    Beth earned her B.A. from The Ohio State University and her M.Sc. from Fordham University.