Avery Wonacott, CFA, CAIA


Mr. Wonacott joined WE Family Offices in April 2023 and serves as an Investment Associate for the Investment Research team.

Prior to WE, Avery worked in the Risk department for Mutual of America Financial Group before joining Crystal Capital Partners as Director of Research.

At WE, he assists the research team with macroeconomic data and financial market research, along with conducting ongoing due-diligence and third-party manager sourcing of private & public investment opportunities. Avery also assists internal advisor teams with ad-hoc request including asset allocation and portfolio construction analysis.

Avery earned a Bachelor of Science in Economics and a minor in Entrepreneurship from Florida State University. Avery is also a CFA & CAIA Charterholder.

Avery is a proud volunteer for Junior Achievement, an organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices.

Contact WE Family Offices

Let us know if you'd like to know more about how WE can assist you.

Meet WE Family Offices

Meet We
Watch Video