Thoughtful, Balanced Wealth Advisory.
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Martha “Marti” J. Awad, J.D., LL.M. in Taxation, CFA, CFP®
Founding Partner, Cardan Capital Partners
Founding Partner Marti Awad has more than 22 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top securities, mergers and acquisitions law firms and, for the past 15 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm.
Her tax and legal background, coupled with her deep investment expertise, place her in a unique position to advise clients on virtually every aspect of their complex wealth management issues. Marti specializes in holistic financial planning and works closely with our clients’ other advisors — attorneys, accountants and family office practitioners — to ensure that our collective advice is integrated. She is driven by a passion to assist our clients in defining and achieving their goals and, ultimately, creating a legacy for future generations.
Before co-founding Cardan Capital Partners, Marti was a Vice President–Wealth Management Advisor, Global Wealth & Investment Management with Merrill Lynch and a specially qualified Portfolio Manager. Marti’s earlier tenure as a practicing tax attorney affords Cardan clients and their families the advantage of her in-depth knowledge of the tax implications surrounding financial investment and tax minimization techniques.
Marti holds the internationally recognized postgraduate law degree LL.M. in Taxation from New York University; a J.D. from Southern Methodist University; and a Bachelor of Business Administration in Finance and Marketing from the University of Texas at Austin. She also holds both the Chartered Financial Analyst® and Certified Financial Planner® designations and is a member of the Denver Society of Securities Analysts and the Institute of Chartered Financial Analysts.
Marti is a dedicated member of the Denver civic and nonprofit community and has served on numerous boards and committees. She currently serves on the boards of University Prep, 9Health Fair, Metro State University of Denver Foundation and was recently appointed by Governor Hickenlooper to the Colorado State 529 Plan board. In 2015, she was one of ten people worldwide to receive the Merrill Lynch David Brady Award for exceptional service to clients, collaboration with colleagues and contributions to the community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA Institute mark(s) are trademark(s) owned by CFA Institute.