Heather Martin

Senior Associate, Advisory Technology

Heather Martin is a Senior Associate on the Advisory Technology team and is based in our Seattle office.

Heather comes to the Northwest by way of Colorado, Wyoming and New Mexico, bringing with her the unique blend of empathy and authenticity that enable her to excel at addressing complex issues as a member of Private Ocean’s IT department. Heather’s attention to detail, strong organizational skills, and pro-active approach are well-known across the team as is her warm, friendly attitude.

Heather’s goal, every day, every interaction, is to ensure that our clients feel cared for. Outside of work, Heather prefers the rain, likes going for walks exploring the PNW’s many hiking trails, and enjoys watching movies on the couch with the husband and her lab/boxer dog.

Previous Experience

  • Systems Administrator and Trainer at Private Ocean Wealth Management

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.