Mario has more than 20 years of experience building and growing market-leading consumer service brands, scaling complex business operations and building world-class teams. Before joining Adviser Investments as CEO in 2022, he served as chief financial officer of Evolv Technology, a leader in advanced security screening. Prior to Evolv, he was CFO and chief riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. officer of Edelman Financial Engines, a financial advisory platform with more than $250 billion in client assets. Previously, Ramos spent six years at CVS in senior operations and finance roles, culminating in his stewardship of CVS Caremark as chief financial officer. Before becoming CFO, Mario was head of CVS’s M&A and Corporate Development group, where he led CVS’s acquisition and integration of Aetna. He also served as chief operating officer of CVS International and spent over 17 years in investment banking at JP Morgan, Lehman Brothers and a subsidiary of The Blackstone Group. Mario earned an MBA from the Mason School of Business at the College of William & Mary and a bachelor’s degree from the University of Richmond.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC