Ali Mozaffar, MBA, CPWA®

As our CEO and Chief Investment Officer, Mr. Ali Mozaffar brings with him more than 15 years of experience in financial services where he has helped high-net-worth individuals and businesses including non-profit organizations plan for their financial goals. In addition to his experience, Ali has also earned the prestigious Certified Private Wealth Advisor® designation which has helped him with specializing in complex investment and tax strategies for high-net-worth individuals and business owners. The CPWA® certification is administered by Investments and Wealth Institute and taught in conjunction with The Yale School of Management Executive Education program. Prior to founding Perleo Capital Management, Ali worked in multiple roles as a Private Banker and Investment Advisor for some of the largest, fortune 500 banks including HSBC, Wells Fargo and Capital One. 

Ali and his wife are both proud Terps as MBA graduates of Smith School of Business and have settled in Potomac, MD. In his spare time, Ali loves to travel, practice his golf swings, analyze the stock market trends and read about history of domestic and global economy.