Guanzhi Ma, CFA

Client Portfolio Manager

Guanzhi Ma

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Guanzhi Ma

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.