Mari C. Cervantes

Mari Cervantes joined Wanger OmniWealth in September of 2009 and is a Family Office Manager in the Chicago office.  Her primary responsibilities include client and custodian relationship management, financial modeling, trading, as well as information and report management.  She manages client service matters for the Chicago office, and acts as a liaison between the Chicago and Denver offices.

Previously, Mari was a Senior Analyst with Goldman Sachs Asset Management where she developed and maintained relationships with fund families on the Global Cash Services Platform.

Prior to Goldman Sachs, Mari was a Senior Consultant with Deloitte Tax where she provided financial planning and investment advice to high net worth individuals, families and small businesses. She was also responsible for that firm’s investment research, asset allocation models, and advanced financial planning methods.

Mari is a cum laude graduate of the University of Illinois at Urbana-Champaign with a B.S. in Finance and is a member of Phi Eta Sigma.

Mari volunteers yearly for charities including Chicago Cares and the Avon Walk for Breast Cancer.

Email Mari at mari.cervantes@wangeromniwealth.com.