Martim is a member of the CMBM Board of Directors.
Martim serves as a Managing Director at Geller Advisors LLC. 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, 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.