Martin is a Client Service Specialist at Summitry, where he supports the Operations Team with outstanding client service and effective internal communication.
Prior to joining the firm, he was an Associate at JPMorgan Chase, where he played a key role in the data migration effort following the acquisition of First Republic Bank. Earlier in his career, Martin served as a Research Analyst at First Republic Bank, delivering tailored research and analytics to support strategic decision-making. He earned his Bachelor of Science in Finance from San Jose State University.
A Bay Area native, Martin lives in the East Bay with his wife. Outside of work, he enjoys spending time with friends and family, playing golf, and attending live music events.