Guanzhi Ma, CFA
Client Portfolio Manager
With over 10 years of financial services and investment experience, Guanzhi is actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable & business organizations. As a Portfolio Manager with CWB Wealth Management, Guanzhi provides a high level of personalized service for his clients. In August 2017, Guanzhi was awarded the Charter Financial Analyst (CFA) designation, a globally-recognized gold standard in the investment industry.
Outside of work, Guanzhi is an avid history book reader and enjoys spending time with his young family.