Martim serves as a Managing Director at Geller Advisors. He has been delivering wealth management services to families of significant wealth for over 25 years.
Martim joined Geller Advisors in 2021, where he leads a multidisciplinary team of subject matter experts tasked with delivering integrated advice in all key disciplines of wealth management.
Prior to Geller Advisors, Martim served as a Regional Managing Director at both a wealth management firm and Ascent Private Capital Management of U.S. Bank, both in the San Francisco Bay Area. Martim also served as a Managing Director with Silver Bridge Advisors, which acquired H&S Financial Advisors in 2010, a firm founded and led by Martim for 10 years. He began his career at Union Bank of Switzerland, in London, United Kingdom.
Martim has a Bachelor of Arts (Honors) from University College London, United Kingdom, and attended the University of Law for postgraduate studies in common law. Martim holds the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute, the Accredited Estate Planner (AEP®) designation from the National Association of Estate Planners & Councils, the Certified Estate and Trust Specialist (CES®) designation from the Institute of Business and Finance, and the Accredited Wealth Management Advisor (AWMA®) and Accredited Portfolio Management Advisor (APMA®) designations from the College for Financial Planning. Martim is a member of the National Association of Estate Planners and Councils and a former member of the faculty of the Investments and Wealth Institute.
Contact Martim at email@example.com