Joseph Warsavsky, CPA

Designations

• Certified Public Accountant

Work Experience

• Joined MAI Capital Management in 2025
• Advises multigenerational families, business owners, and entrepreneurs on coordinated tax, estate, and financial strategies that promote continuity and legacy preservation
• Prior to MAI, he helped expand Evoke Advisors comprehensive family-office platform, integrating tax planning, estate coordination, asset allocation, and personal accounting into a cohesive advisory experience
• Served as Partner at Crescent Bay Advisors (2012-2024), a multi-family office providing centralized management of complex financial affairs across generations, including entity and investment oversight, philanthropic planning, and risk management
• Began his career in 2004 with KPMG LLP as a Corporate Audit Senior Associate and later served as Manager at Wishnow Ross Warsavsky & Co., a boutique accounting firm specializing in tax, business management, and estate planning

Life Outside of MAI 

• Married with three children
• Dedicated yogi and meditation practitioner who values wellness and mindfulness.
• He maintains an active lifestyle centered around fitness and health

Education

• Emory University, BS in Business Administration
• Golden Gate University, MS in Taxation