Our Team

Michael Warszawski, CFA

Michael is the founder and Chief Executive Officer of CWM Partners. He has served as a partner of a $3.5B multi-family office and as CEO of a $10B Private Bank. He was a co-founder of the Citibank Family Office, and has established or directed investment advisory, asset management and trust businesses in the U.S., U.K., Ireland, Jersey, Luxembourg, Israel, Hong Kong, Singapore and Switzerland. Michael has earned degrees from MIT and Columbia University. He is a CFA charter holder, a member of the Institute for the Fiduciary Standard and the Institute for Family Governance, the Chair of the Manhattan Gold Chapter of the YPO, a Tiger 21 Group Chair, and a board member of W!SE, which educates high school students and victims of domestic abuse in financial literacy.

Teri Mendelsohn

Teri serves as an Engagement Manager for CWM Partners. She brings knowledge of wealth consulting practices and coaching skills to help multi-generational families define and achieve meaningful goals, build robust wealth and oversight practices, establish succession plans, and educate and engage the rising generation. As an executive coach and organizational effectiveness consultant to individuals and groups, Teri works with families who seek professionals with analytical skills and emotional intelligence.  She combines research-based practices informed by whole-brain thinking (thinking, feeling and acting) and a growth mindset.    

Teri’s respected expertise as a strategist and product innovation lead extends across numerous industries where she is retained by companies and non-governmental organizations including New York Green Bank, the World Economic Forum, Economist Intelligence Unit, and IDEO. Her wealth of experience includes work as senior product lead for project management at Sustainable1, a part of S&P Global, and as director of clinical markets and strategic planning and business development at Ovid Technologies, a Wolters Kluwer N.V. company. Teri earned a B.A. in English Literature from the University of Pennsylvania and an MBA from Columbia Business School in addition to certificates in Executive Coaching, Sustainability Analytics, and Leading Strategic Change from Columbia University. As a lifelong resident of Manhattan, Teri is an active supporter of environmental, arts, and education initiatives.

  • Mari serves as a Senior Investment Associate for CWM Partners. With nearly 20 years’ experience in the wealth management industry, Mari’s in-depth expertise enables her to provide a wide range of integrated services to CWM clients. Through her work with complex families, she provides support in the areas of portfolio management, trade monitoring, company research, financial planning, cash flow projections, cost basis analysis, compliance fulfillment, and day-to-day operations. As a wealth steward, Mari specifically enjoys guiding younger investors as they learn to preserve inter-generational wealth.

    Prior to joining CWM Partners, Mari worked at two New York City registered investment advisory firms, Douglas C. Lane & Associates and Manchester Capital Management, assisting both senior investment professionals and clients. Mari earned a B.A. from the University of Pennsylvania and an M.B.A from Duke University. When not at work, Mari enjoys cooking, travelling, photography, and spending time with family and friends.

  • Brett serves as Compliance Associate for CWM Partners. With experience spanning a range of industries, his unique background enables him to provide compliance and special project services to CWM and its clients. While Brett focuses on ensuring CWM Partners’ adherence to compliance-related obligations, he also works to fulfill complex client projects. As a creative problem-solver, Brett thoroughly enjoys navigating the intricacies that come hand-in-hand with any family dynamic.

    Prior to joining CWM Partners, Brett worked in numerous fields, including private equity due diligence, litigation and corporate boutique law firms, national youth athletics, and large-scale event management. Brett earned a B.A. from The Colorado College and a J.D. from the University of Massachusetts School of Law, where he graduated with high honors. When not at work, he enjoys cooking, gardening, golf, ice skating, and spending time with family and friends.