Matthew M. Martino, CFA

My focus

As our investment process is designed to meet the individual goals and objectives of every client and family group, my focus, along with our private client trustees and tax specialists, continues to center around the development of fully integrated, tax-efficient, personalized wealth management solutions that are focused on our clients’ ever-evolving needs and constraints.

Investment Analysis & Portfolio Management

At the end of the day, the solutions we offer to clients are only as good as the inputs. Therefore, from my perspective as an analyst and portfolio manager, a very significant portion of my time is devoted to analyzing, monitoring, and, most importantly, truly understanding every investment recommendation that we put forth and the role that we expect those securities to play in assisting clients in meeting their objectives.

Global Client Relationships

Given our team approach to client relationship management combined with access to in-house, multi-discipline talent, we have been able to help offer our clients, who are both domestic and international, legal, investment, and tax advice as to how to most effectively manage their assets not only for their present situation but those of future generations as well.

Looking ahead

I continue to see technology as an enabler of the perpetual growth of smaller, specialty-focused wealth management groups away from the larger, traditional brokerage houses as clients seek more hands-on and accessible partners.