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MEMBER PROFILE

 

Trammel Martin

UBS Private Wealth Management

 

Member profile details

Membership level
New England Sponsor
First name
Trammel
Last name
Martin
Title
Private Wealth Advisor | Portfolio Manager
Company
UBS Private Wealth Management
Photo
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CONTACT INFORMATION

 

CHAPTER INFORMATION

Chapter Leadership Role
Treasurer
Sponsorship Type
Bronze
 

PROFESSIONAL INFORMATION

Profession
  • Banker
  • Insurance
  • Investor
  • M&A Intermediary
  • Wealth Planner
Functional Expertise
  • Charitable giving
  • Corporate finance
  • Cybersecurity
  • ESOPs
  • Employee benefits
  • Entrepreneurship
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Fundraising
  • Information technology
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Tax
  • Transaction advisory
  • Transaction intermediary
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer and Electronics
  • Consumer Services
  • Education
  • Energy and Utilities
  • Financial Services
  • Health, Pharma and Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate and Construction
  • Retail
  • Software and Internet
  • Telecommunications
  • Wholesale and Distribution
Call me when...
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

We specialize in advanced planning techniques so that your client keeps more of the value they created post-transition. We then build tailored portfolios that are cost efficient and tax aware.

Always happy to be a sounding board or resource for other advisers too!
Business Focus
We specialize in pre and post-business sale planning for owners and key employees. We build detailed, goal-based financial plans while working with clients' other trusted advisors.
Client Results
1) Added structure to one's financial life, 2) access to top caliber wealth management resources and experience, 3) ease of use, and 4) ongoing education and communication
In Business Since
2004
XPX Member Since
2016
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