Marianna is responsible for developing customized investment portfolios for her clients based on their unique parameters for risk, return, liquidity, and other factors. Her areas of expertise include strategic and tactical asset allocation, portfolio construction and rebalancing. She balances her experience and knowledge with needs and desired risk exposure to help achieve the client’s goals.
Marianna joined West Financial Services in April 2022. She has over 10 years of experience in investment management, working with high net worth individuals, entrepreneurs, multi-generational families, and institutional investors, including non-profits. Over the years, she has engaged with a range of clients, from those who just started building their wealth, to those that need complex strategies to preserve and pass their estate to future generations. Marianna is proficient with all aspects of investment implementation, including individual stocks, bonds, ETFs, mutual funds, and alternative asset classes. She is also passionate about socially-responsible investing and provides advice to clients looking to explore these types of investment products.
Marianna holds an MBA from the University of Delaware and a bachelor’s degree in Economics from Voronezh State University, Russia. She is a CFA charterholder and a member of the CFA Institute.
Marianna lives in Baltimore, Maryland, with her husband and two kids. Her interests out of work include traveling, scuba diving, yoga, and ballroom dancing.