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Guanzhi Ma, CFA

AVP, Portfolio Manager

Guanzhi Ma

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Guanzhi Ma

With over 10 years of financial services and investment experience, Guanzhi is focused on providing comprehensive wealth management solutions to individuals & families, estates & trusts, and charitable & business organizations. He prides himself in providing a high level of personalized service for clients to ensure they reach both their short-term and long-term goals. Guanzhi specializes in helping business owners and small-to-medium sized institutional clients think strategically in solving their investment problems.

Beyond The Office

Guanzhi spends most of his time outside of work with his young family and is currently learning to navigate the complexities of parenthood. He is an avid history buff and enjoys reading books and immersing himself into a different time and place in history. You can often find him gouging the green, as in his spare time he is trying hard to improve his golf game!


“It sounds cliché, but providing peace of mind around money and finances for my clients is the reason why I love what I do.”