Ann Martel CFA
As an independent investment advisor, I serve as a fiduciary to my clients to help plan for their goals in life and during retirement.
I graduated from Wellesley College in Boston with my bachelor's degree in Economics, which included studying finance for a year at MIT's Sloan School of Management through a cross-enrollment program. I am a CFA Charterholder and an Investment Advisor Representative (Series 65 License).
I started my career in financial services as an investment strategy analyst in the Global Investment Opportunities Group at J.P. Morgan in New York City and was responsible for delivering timely market & economic insights to both institutional and retail clients around the world. I also spent time working in corporate financial strategy for Amazon's cloud computing business prior to joining MWA.
Born and raised in Vancouver, WA, I enjoy giving back to our local community, including serving as an active volunteer and member of the Junior League of Portland, the CFA Society of Portland, the Oregon Wellesley Club, and the Jesuit Portland alumni community.