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)

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