Kirstie B. Martinez
Mitglied des Investmentausschusses bei West Financial Services, Inc.
Profil
Ms. Kirstie B.
Martinez is Director of Portfolio Management & Relationship Manager at West Financial Services, Inc. She is primarily responsible for directing and overseeing the portfolio management department.
She also assists in the management of client relationships, including portfolio review, analysis and implementing investment recommendations.
She is a member of the firm’s investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations.
Since joining West Financial Services in 1998, she has held a variety of positions, including director of portfolio administration where she managed all aspects of client service, broker relations and account administration.
She has over 18 years of experience in the wealth management industry.
Ms. Martinez is a graduate of Syracuse University, where she received a BS in Finance and Economics.
Aktive Positionen von Kirstie B. Martinez
Unternehmen | Position | Beginn |
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West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Mitglied des Investmentausschusses | 01.01.1998 |
Ausbildung von Kirstie B. Martinez
Syracuse University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |