A student of the financial planning business with a passion for learning, Marty brings 29 years of experience to his leadership role at MA Private Wealth. Marty has been honored by Barron’s as a Top Advisor for three consecutive years and named among the Financial Times Top 400 Advisers 2016. He is also a frequent speaker at national industry events.
Marty has built his career on a genuine, persistent focus on client success. He is also exceptionally skilled at translating complex financial topics into understandable concepts, which helps his clients make confident, informed decisions. Marty earned a bachelor’s degree from the University of California, Berkeley, and previously managed a private wealth practice at Ameriprise Financial Services, Inc.