Martha Staniford

Martha joined the firm in early 2003. Martha serves as a senior advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy. She is an active volunteer and currently serves on the board of the Petey Greene Program and the Zoning Board of Appeals in Connecticut.

Previous Experience

• Executive Director at CIBC Oppenheimer’s Private Client Division creating the Wealth Management Alliance (WMA) program, a virtual family office
• Managing Director at Bankers Trust Company/Alex Brown
• Managing Director at BT Brokerage
• Managing Director & Head of Latin America Private Banking Division at Banker’s Trust
• Managing Director and Head of Banker’s Trust Latin America Corporate Finance Department
• Managing Director at Banker’s Trust Capital Markets Group, NY & London
• Manager of International Treasury & Foreign Exchange at GTE Corporation
• Acquisition Analyst/Strategic Planner at Rohm & Haas Company
• Second Vice President at Chase Manhattan Bank

Education & Credentials

• BA, Smith College, Economics,
• MBA, New York University, Finance, with honors
• Author of chapter “The Family Office” in Planning for the Affluent by Donald R. Levy & Jeffrey J. Mayer (2003)