MAI Capital Management
Cara Wardley has a diverse work experience in the financial industry. Cara currently holds the position of Business Operations Manager & Director at MAI Capital Management, LLC since January 2022. Prior to this, they worked as the Director of Client Service & Operations at Brenton Point Wealth Advisors LLC from April 2017 to December 2021. Cara also has extensive experience as a Client Relationship Manager at Essex Financial Services Inc. from July 2004 to April 2017.
Cara Wardley obtained a Bachelor of Science (BS) degree in Business, Management, Marketing, and Related Support Services from Sierra Nevada College. Cara also holds additional certifications in FINRA series 7, 63, and CT Life & Health.
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MAI Capital Management
Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more