Nelly Xavier

Nelly Xavier is a seasoned finance professional with over 20 years of experience in the investment management industry. Currently serving as Managing Director at CW Advisors since July 2024, Nelly specializes in creating personalized wealth management strategies for entrepreneurs, business owners, and investors through comprehensive services tailored to family objectives. Prior to this role, Nelly held the position of Managing Director at HighVista Strategies, focusing on business development and private client relationships, and served as Senior Vice President at Fiera Capital Inc., leading business development efforts for private clients. Nelly's career began at Smith Barney as an Investment Management Analyst, followed by roles at Evergreen Investments, and Samson Capital Advisors as Marketing Director, where Nelly excelled in client and consultant relationship management. Nelly holds a degree from Loyola University Maryland.