Claudia Naffah, CFP®
Claudia Naffah joined WE Family Offices in 2015. She has over a decade of Investment Advisory and Family Office experience serving ultra-high net worth individuals, providing a holistic approach to the management of their wealth enterprise®. Prior to joining WE, Ms. Naffah was the Head of Client Services and Operations at Hencorp Becstone LC, and Compass Group LLC, serving as the primary contact for client requests, acting as liaison between clients, providers (both US and offshore), and third-party professionals. She was responsible for maintaining the day-to-day client relationships, along with the implementation of asset/portfolio allocation strategies. Prior to that, she was part of the team of a single family office, Berggruen Holdings, working on analysis, reconciliation and audit of an expansive portfolio.
Ms. Naffah graduated with a M.S Financial Economics and Multinational Commerce from Boston University, she holds a Bachelor’s degree in Industrial Engineering from Universidad de Los Andes (Bogotá, Colombia) and a Certificate in Financial Planning from Boston University. She is a Certified Financial PlannerTM (CFP®) professional, holds the Series 65 License and the CFA Institute Investments Foundations Certificate.