Kirstie B. Martinez

Director of Portfolio Management at West Financial Services, Inc.

Kirstie B. Martinez

Kirstie B. Martinez

Director of Portfolio Management at West Financial Services, Inc.

Biography

Ms. Kirstie B. Martinez is Director of Portfolio Management at West Financial Services, Inc. She is primarily responsible for directing and overseeing the portfolio management department. She also assists in the management of client relationships, including portfolio review, analysis and implementing investment recommendations. She is a member of the firm’s investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations. Since joining West Financial Services in 1998, she has held a variety of positions, including director of portfolio administration where she managed all aspects of client service, broker relations and account administration. She has over 18 years of experience in the wealth management industry. Ms. Martinez is a graduate of Syracuse University, where she received a BS in Finance and Economics.

Overview
RelSci Relationships

62

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RelSci Relationships are individuals Kirstie B. Martinez likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at West Financial Services, Inc.

Relationship likelihood: Strong

Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

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President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

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Executive Vice President, General Counsel & Secretary at Sandy Spring Bancorp, Inc.

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Director of Retirement Plan Services at West Financial Services, Inc.

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Chairman at West Financial Services, Inc.

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Chief Operating Officer at West Financial Services, Inc.

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Chief Compliance Officer at West Financial Services, Inc.

Relationship likelihood: Strong

Director of Fixed Income at West Financial Services, Inc.

Relationship likelihood: Strong

Chief Financial Officer at West Financial Services, Inc.

Relationship likelihood: Strong

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Kirstie B. Martinez
Director of Portfolio Management at West Financial Services, Inc.
Education
Class of 1998

Syracuse University, commonly referred to as Syracuse, 'Cuse, or SU, is a private research university located in Syracuse, New York. The institution's roots can be traced to the Genesee Wesleyan Seminary (later becoming Genesee College), founded by the Methodist Episcopal Church in Lima, New York, in 1831. Following several years of debate over relocating the college to Syracuse, the university was established in 1870, independent of the college. Since 1920, the university has identified itself as nonsectarian, although it maintains a relationship with The United Methodist Church. The campus is located in the University Hill neighborhood of Syracuse, east and southeast of downtown, on one of the larger hills. Its large campus features an eclectic mix of buildings, ranging from nineteenth-century Romanesque Revival structures to contemporary buildings. SU is organized into 13 schools and colleges, with nationally recognized programs in information studies and library science, architecture, communications, business administration, sport management, public administration, engineering and the College of Arts and Sciences. Syracuse University athletic teams, known as the Orange, participate in 20 intercollegiate sports. SU is a member of the Atlantic Coast Conference for all NCAA Division I athletics, except for women's ice hockey, and the rowing team. SU is also a member of the Eastern College Athletic Conference.

Career History
Director of Portfolio Management
1998 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Other Affiliations

Kirstie B. Martinez is affiliated with West Financial Services, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kirstie B. Martinez. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kirstie B. Martinez's profile does not indicate a business or promotional relationship of any kind between RelSci and Kirstie B. Martinez.