Maria Pyatigorsky, CFA, CPWA®
Wealth Manager & Employee Owner
Maria believes strongly that our independence and the priority we place on nurturing a thoughtful, caring culture set us apart. A watershed moment that forever impacted her understanding of her role was coming to the realization that her value goes far beyond financial returns and extends to how much of an impact we can have on our clients’ lives. Maria provides portfolio management and financial planning, partners with her clients’ tax and estate planning advisors, and emphasizes a holistic approach to her clients’ financial well-being. She also contributes to the firm’s investment strategies.
Following a wealth management internship at Morgan Stanley Smith Barney, Maria began her career at LNW as an associate in 2011. Her financial aptitude, organizational skills and empathetic approach helped her to advance steadily to her current position in 2020. Maria considers herself lucky to have been supported and nurtured and had great mentors along the way.
- Chartered Financial Analyst® charterholder
- Certificated Private Wealth Advisor®
- M.S. in Financial Analysis, University of San Francisco
- B.S. in Business Administration, summa cum laude, San Jose State University
Loves to play the piano, especially playing duets and singing together with her two children. Speaks three languages: English, Russian and Italian.
