Jackie Bruffey

Jackie Bruffey is an Associate at CM Wealth Advisors, a Cleveland-based SEC-registered investment adviser, where she plays a key role supporting the firm’s investment management and client service functions. In her current role, she contributes to servicing high-net-worth families and individuals, focusing on tailored solutions encompassing traditional and alternative asset classes within the wealth management sector.

With over a decade at CM Wealth Advisors, Jackie brings valuable administrative and operational experience from prior roles as Branch Administrator at The Brickman Group and Firm Administrator at Donovan, Klimczak & Company. Her background underpins her expertise navigating complex client needs and investment office operations.

Jackie holds a degree from The University of Akron and has consistently demonstrated a detail-focused approach to investment administration and client servicing. Her professional career centers on supporting investment strategies and portfolio administration for private clients, with active involvement in multi-asset class management within the investment advisory industry.