Maria Siwek, CFP®

Maria Siwek, CFP®

Maria Siwek is a Senior Managing Director at Clearstead, where she advises multigenerational families through comprehensive Family Office Services. She has been working in the financial services industry since 2001 and joined Clearstead in 2026.

Maria brings expertise in Family Office Services, including investment oversight, estate and tax planning, aircraft management, property management, bill pay, residency and immigration planning, and other complex projects that arise for multigenerational families. Before joining Clearstead, Maria worked in numerous advisory and leadership roles across the industry, with a consistent focus on Family Office Services and sophisticated estate and tax planning. Throughout Maria’s career, she has partnered closely with families to deliver highly customized solutions that address both financial complexity and long‑term family objectives.

Maria obtained her Bachelor of Arts in International Business from Johnson & Wales University and holds the Certified Financial Planner™ (CFP®) designation. She currently serves as a Board Member and Finance Committee Member for MCNW (Music Center of the Northwest). Maria is fluent in Swedish, Danish, and English, and is knowledgeable in Norwegian, German, and French.