Nelly Xavier
Education & Certificates
B.A., Loyola University Maryland
Professional Background
I have devoted my career to working closely with families and their trusted advisors, with a particular emphasis on delivering sophisticated investment solutions and strategic counsel. As a senior leader within CW’s Family Office group, I am responsible for collaborating with accomplished entrepreneurs, business owners, and professional investors, along with their families, to develop bespoke wealth management strategies that address their distinct needs and priorities. Our suite of services—including wealth advisory, investment management, estate planning, tax planning, and lifestyle advisory—positions CW Advisors as an essential partner for enterprising families seeking to realize their life and legacy objectives.
Prior to joining CWA, I served in senior roles at HighVista Strategies, Fiera Capital Advisors, and Samson Capital Advisors.
Personal Interests
My professional and personal values are deeply rooted in family. As a mother of three vibrant daughters, I'm reminded daily of the importance of nurturing growth and building a strong foundation for future stability. As a family, we love traveling, enjoying live music and exploring new cuisines.
I'm also deeply committed to educational access for all children and have been actively involved in charter schools and organizations dedicated to this cause.