WE Family Offices
Avery Wonacott, CFA, CAIA, is an experienced finance professional currently serving as an Investment Associate at WE Family Offices since April 2023. Prior to this role, Avery held the position of Director of Research at Crystal Capital Partners, LLC from September 2021 to November 2022. Avery's career began at Mutual of America Financial Group, where multiple roles, including Risk Analyst and Client Services, were undertaken between October 2015 and September 2021. Avery holds a Bachelor of Science degree in Economics from Florida State University and is an alumnus of Pine Crest School.
WE Family Offices
WE Family Offices provides decades of working with families in many different capacities and enables us to share the buying power, network, and best practices The removes actual conflicts of interests ales agendas, and our interests are aligned.