Marty has over 35 years of executive leadership in comprehensive wealth management, practice management, sales, distribution and technology platforms in the financial services industry. His duties have covered a broad range of executive, front line, and field management experiences, dealing with multi-disciplinary, collaborative national growth priorities. His former clients have included Broker-Dealers, RIA’s, Insurance, Financial Intermediaries, Family Offices, Non-Profit Foundations, Trusts and Estate Planning clients-advisors-enterprises, in both domestic and international markets.

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He formerly served as a Co-Founder and Chairman of Advisory Boards for Alliance Trust Company and two different national broker dealers, overseeing their wealth management and investment banking divisions. In addition, Marty founded “The PRIME advisory network” in 1990, coaching RIA-Wealth Advisors, practice management programs and family office platforms. 

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He began his career in 1981 as a financial advisor for E.F. Hutton.  In 1983, he was the youngest wealth advisor selected by Hutton’s senior management to participate in their elite “Fast Track” Executive Management Program as a National Sales Developer in New York City.

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Marty has lectured on Fiduciary and Wealth Management topics to a myriad of Trade Conferences and Graduate Business Schools including Harvard, Wharton, Cornell, UCLA and Yale.