cvmartinez.com

Chris Martinez, CFP® - Family Office & Wealth Management Consultant

I help high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, I understand the unique dynamics, culture, challenges and needs of family offices. I am a Certified Financial Planner™ professional and lead the Family Office practice of Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the

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Christopher Martinez

1540 N●●●●●●e Pkwy

Ch●●go , IL, 60610

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ch●●●@igcom.net

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Christopher Martinez

1540 N●●●●●●e Pkwy

Ch●●go , IL, 60610

US

31.2●●●●2121

ch●●●@igcom.net

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Christopher Martinez

1540 N●●●●●●e Pkwy

Ch●●go , IL, 60610

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31.2●●●●2121

ch●●●@igcom.net

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Chris Martinez, CFP® - Family Office & Wealth Management Consultant | cvmartinez.com Reviews

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I help high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, I understand the unique dynamics, culture, challenges and needs of family offices. I am a Certified Financial Planner™ professional and lead the Family Office practice of Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the

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Chris Martinez, CFP® - Family Office & Wealth Management Consultant | cvmartinez.com Reviews

https://cvmartinez.com

I help high net worth families, family offices (SFOs & MFOs), and wealth advisors align their people, platforms, and processes to support growth and change initiatives. With first-hand experience with multi-generational family businesses, I understand the unique dynamics, culture, challenges and needs of family offices. I am a Certified Financial Planner™ professional and lead the Family Office practice of Oakbrook Solutions, one of North America’s foremost systems, process, and delivery experts for the

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cvmartinez.com

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CHRISTOPHER V. MARTINEZ, CFP&#174 - Work History

http://cvmartinez.com/workhist.html

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. Over 18 year career leading firms through significant growth and transformational change. Fifteen years in wealth management and capital markets. Prior involvement with multi-generational family business ventures. CFP&#174 professional. The PrivateWealth Group at The PrivateBank. Managing Director and Sr. Wealth Management Officer. Reporting to Head of PrivateWealth Group. Implemented Automated Investment Compliance Review process streamlining...

2

CHRISTOPHER V. MARTINEZ, CFP&#174 - Targets

http://cvmartinez.com/targets.html

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. Positions / Functions / Industries. C-Level / Managing Director / EVP / SVP / VP. Strategy / Change Management / Operations / Technology / Project Management. Wealth Management / Family Offices / Hedge Funds / Financial Services / Real Estate. 1540 North State Parkway. Chicago, IL 60610. 1-pg Summary PDF Version. Full Resume PDF Version. Christopher V. Martinez 2010 - 2011.

3

CHRISTOPHER V. MARTINEZ, CFP&#174 - Key Qualifications

http://cvmartinez.com/quals.html

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. Click on the links. Below for more details on each qualification. Following acquisition, tapped as integration manager to lead 40 person cross-functional team through merger integration. Post-merger, shared P&L responsibility for $10 million revenue office during 9-month search for new regional president. For more information,. Hired to help a hedge fund support ambitious growth through automation. Developed the Integrated Operations Platf...

4

CHRISTOPHER V. MARTINEZ, CFP&#174 - Summary

http://cvmartinez.com/index.html

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. COO / CIO / CTO. Over 18 year career leading firms through significant growth and transformational change. Fifteen years in wealth management and capital markets. Prior involvement with multi-generational family business ventures. CFP&#174 professional. Aligning People, Platforms and Processes. Adept at leading cross-functional teams toward improved productivity and sustainable organizational growth. 1540 North State Parkway. Chicago, IL 60610.

5

CHRISTOPHER V. MARTINEZ, CFP&#174 - Success Stories

http://cvmartinez.com/successes.html

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. Click on the Headlines. Below for more details on each success story. Wilmington Trust Completes Acquisition of Bingham Legg Advisers. Tapped as integration manager to lead 40 person cross-functional team in composite structure through merger integration. Post-merger, shared P&L responsibility for $10 million revenue office during 9-month search for new regional president. Bingham Legg Advisers Achieves GIPS Compliance. Drafted project charter...

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Chris Martinez, CFP® - Family Office & Wealth Management Consultant

Chris Martinez, CFP. Family Office and Wealth Management Consultant. 773312.5585 chris@cvmartinez.com. Happy Holidays from Chris @ OB! Wishing you warmest season’s greetings and a happy and prosperous 2018! Thank you for your trust and collaboration. CVMartinez OB Holiday Card 2017 from Chris Martinez, CFP on Vimeo. Warmest Season’s Greetings! 2016 OB Holiday Greetings from Chris Martinez, CFP on Vimeo. Oakbrook Solutions is proud to be shortlisted for the third straight year in the 2017 Family Wealth Re...

cvmartinez.info

CHRISTOPHER V. MARTINEZ, CFP&#174 - Summary

Chris Martinez, CFP&#174. SENIOR WEALTH MANAGEMENT EXECUTIVE. COO / CIO / CTO. Over 18 year career leading firms through significant growth and transformational change. Fifteen years in wealth management and capital markets. Prior involvement with multi-generational family business ventures. CFP&#174 professional. Aligning People, Platforms and Processes. Adept at leading cross-functional teams toward improved productivity and sustainable organizational growth. 1540 North State Parkway. Chicago, IL 60610.

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CV Martinez Propiedades - Servicios Inmobiliarios en la Ciudad de Lujan - Venta, Alquiler, Casas, Departamentos, Duplex

Operaciones Inmobiliarias y Comerciales. Somos una empresa familiar, dedicada a la intermediación inmobiliaria, y a brindarle a nuestros clientes el mayor asesoramiento y respaldo en sus operaciones inmobiliarias, nuestro objetivo es brindar una atención personaliza. Nos dedicamos a trabajar inmuebles en nuestra Ciudad de Luján, Open Door, Carlos Keen, Jáuregui, Pueblo Nuevo, alrededores y Zona Oeste. Los esperamos para buscar juntos las mejores posibilidades para su necesidad. SAN MARTIN Y GRAL PAZ.

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Charlene V. Martoni. Either write something worth reading, or do something worth writing. Ben Franklin. Locally made snacks for your outdoor adventure. Tiny Arts Day in tiny West Fulton. Care for our bees and butterflies: Plant a pollinator garden. Ways to help this holiday season. Maple syrup season gets underway in New Paltz. New Paltz students reduce stress by practicing yoga. Missing man alive in Spain. PowWow to share art, music traditions. Gay couples wed at Nyack park. Blog at WordPress.com.

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