Marla Petti

Senior Wealth Advisor & Team Leader, MAI Capital Management

Based in Cleveland, Marla Petti joined MAI in 2021. She is a Certified Financial Planner, a Certified Public Accountant, a Personal Financial Specialist, and an Accredited Estate Planner.

Marla has extensive experience in tax planning and preparation, family office services, financial education, trust administration, investment consulting, and estate and retirement planning. She is the former Director of Financial Planning Services at HW Financial Advisors and a former Principal at a boutique firm providing family office services to high-net-worth clients.

She Named in 2017 to Five to Watch in Finance by Crain’s Cleveland Business and as a Difference Maker by the Cleveland Jewish News and serves on the board of trustees of the Jewish Federation of Cleveland. She attended Bowling Green State University, where she received her BA in accounting.