Warren began his investment career more than 33 years ago at a privately held financial planning and wealth management firm. He was a Partner and the Executive Vice President with this organization for more than 23 years. Throughout that time, Warren worked with a team that was ranked 18th in the nation on Research Magazine’s “Winner’s Circle List” of Investment Management Teams. Warren was a Senior PIM Portfolio Manager as well as Managing Director during his 10-year tenure at Wells Fargo Advisors. Currently, Warren is the Managing Partner of Wernick Spear Wealth Managers, an independent financial planning firm of Cambridge Investment Research, located in Beachwood, Ohio.

Warren focuses in the areas of evaluating and monitoring individual equity investments as well as managed account arenas. He employs a research-intensive, “bottom-up” investment discipline and serves in an advisory capacity for individual, corporate, charitable, and trust accounts throughout the United States. He works closely with his clients in the areas of retirement planning, risk management, estate and tax minimization strategies, and is proactive in conducting quarterly client reviews.

Warren holds FINRA Series 7, 63, and 66 registrations, and is a 6-year member of The Financial Services Institute and The Institute of Business and Finance. He received a bachelor’s degree in economics from The Ohio State University, is affiliated with the Alumni Association, and is recognized as a member of The Presidents Club.

Warren is deeply engaged in the Cleveland community and is a passionate supporter of numerous organizations. Warren is a corporate partner of the American Red Cross, MedWish, and the Cuyahoga Community College Foundation. He has assisted these organizations through special events, consulting, and pro bono investment planning services. Warren is a lifelong Buckeye fan and enjoys traveling, attending concerts and sporting events, as well as collecting memorabilia. He and his wife live in Solon, Ohio, with their two dogs, Archie and Kyrie. Their son, Daniel, is a graduate of The Ohio State University and their daughter, Claire, is a junior at the University of Colorado in Boulder.