Markell Staffieri Email & Phone Number

Managing Director @ CW Advisors

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Markell Staffieri Location

Salt Lake City, UT, US

Markell Staffieri Work

2026 - now Managing Director @ CW Advisors
2019 - now CEO and President @ Rovin Capital
2018 - now CEO and President @ Rovin Capital

2008 - now Co-CEO and President @ Rovin Capital
2007 - now Co-CEO and President @ Financial Advisory Corporation
2018 - 2024 Board Member @ SOWW- Special Operations Wounded Warriors
2020 - 2022 Guest Lecturer @ Fowler College of Business at San Diego State University
2009 - 2009 Special Teams Coordinator @ Torrey Pines High School
2008 - 2008 Professional Football Player @ Philadelphia Eagles
2004 - 2007 Football Player @ Brigham Young University

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Markell Staffieri Education

The American College
Chartered Financial Consultant (Financial Planning and Services)
2009 - 2013
Cannon Institute of Higher Learning
Certified Wealth Strategist (Comprehensive Wealth Management)
2010 - 2012
Brigham Young University
BA (English Language and Literature, General)
2001 - 2007

Brigham Young University
BA (English Language and Literature, General)
2001 - 2007
Torrey Pines High School
1997 - 2000

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Markell Staffieri Skills

Due Diligence
Valuation
Financial Planners

Financial Modeling
Portfolio Management
Financial Analysis
Start-ups
Mergers
Business Development
Leadership

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Markell Staffieri Summary

Markell Staffieri, based in Salt Lake City, UT, US, is currently a Managing Director at CW Advisors. Markell Staffieri brings experience from previous roles at Rovin Capital and Financial Advisory Corporation. Markell Staffieri holds a 2009 - 2013 Chartered Financial Consultant in Financial Planning and Services @ The American College. With a robust skill set that includes Due Diligence, Valuation, Financial Planners, Financial Modeling, Portfolio Management and more. Markell Staffieri has 3 emails and 1 mobile phone numbers on RocketReach.

Markell Staffieri Emails

Found 3 emails

Markell Staffieri Phone Numbers

Found 2 phone numbers

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Others Named Markell Staffieri

Markell Staffieri

Managing Director at CW Advisors

Salt Lake City, UT, US
3
- gmail.com
- rovincapital.com
- cwadvisorsgroup.com
2
- +1 843-390-XXXX
- +1 858-442-XXXX

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Top CW Advisors Employees

Markell Staffieri

Managing Director at CW Advisors

Salt Lake City, UT, US
3
- gmail.com
- rovincapital.com
- cwadvisorsgroup.com
2
- +1 843-390-XXXX
- +1 858-442-XXXX
Tom Reilly

Managing Director at CW Advisors

Quincy, MA, US
5
- comcast.net
- gmail.com
- att.net
- aol.com
- cwadvisorsgroup.com
5+
- +1 781-740-XXXX
- +1 757-749-XXXX
- +1 781-771-XXXX
- +1 617-592-XXXX
- +1 781-749-XXXX
- +1 781-749-XXXX
Candace Cavalier

Chief Compliance Officer and General Counsel at CW Advisors

Newton, MA, US
3
- yahoo.com
- cwadvisorsgroup.com
- pinnacleadvisory.com
3
- +1 917-237-XXXX
- +1 617-548-XXXX
- +1 617-332-XXXX
David Costigan

Senior Vice President at CW Advisors

Boston, MA, US
3
- cwadvisorsgroup.com
- gmail.com
- pinnacleadvisory.com
3
- +1 617-276-XXXX
- +1 561-630-XXXX
- +1 781-334-XXXX
Sean Dillon

Senior Vice President of Investment Strategy at CW Advisors

Gaithersburg, MD, US
3
- cwadvisorsgroup.com
- gmail.com
- pinnacleadvisory.com
2
- +1 404-906-XXXX
- +1 410-868-XXXX
Kristin Tucker

Vice President, Integration and Client Experience at CW Advisors

Odenton, MD, US
1
- cwadvisorsgroup.com
1
- +1 301-643-XXXX
Michael Joyce

Executive Managing Director, Mid-Atlantic Leader at CW Advisors

Richmond, VA, US
3
- agilipersonalcfo.com
- gmail.com
- cwadvisorsgroup.com
3
- +1 804-358-XXXX
- +1 804-307-XXXX
- +1 804-358-XXXX
Kevin Ostergaard

Director of Financial Planning, Mid-Atlantic at CW Advisors

Charlotte, NC, US
5+
- gmail.com
- comcast.net
- aol.com
- cwadvisorsgroup.com
- wolfgroupcapital.com
- pinnacleadvisory.com
4
- +1 202-986-XXXX
- +1 412-337-XXXX
- +1 301-610-XXXX
- +1 412-561-XXXX

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