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 in the community, currently serving as a Director of the Lynde Point Land Trust and as a board member of both 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)
- Crain’s New York Business 2020 Notable Woman in Finance
Phone: 212.973.9250
