About Me

Martin began his investment industry career in 1996 and joined Stifel in 2023.  Prior to joining Stifel, he began his career at Ryan, Beck & Co., where he developed his fundamental investment knowledge.  He then joined J.B. Hanauer, now RBC Wealth Management, before joining Wells Fargo Advisors.  He has built his practice over the years by taking a team approach in providing personalized guidance to individuals and families. 

Martin provides comprehensive investment planning and helps individuals, trusts, retirement plans, charitable organizations, and businesses manage their assets.  He uses a long-term investment approach, developing and implementing wealth management strategies for pursuing their short- and long-term goals.

Martin earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Martin earned a Bachelor of Science in Business from Rutgers University and holds Series 7, 63, and 65 securities licenses.  Active in the local community, he participates in a variety of civic and community organizations, including as a board member for the Holy Family Charitable Giving Fund and a mentor for college students from Rutgers University.  In his free time, Martin enjoys spending time with his wife, Giulia, and their three children, Gabriella, Brianna, and Giovanni.  They live in Budd Lake, New Jersey.