Martin Durham

"We always try to think ahead for our clients and anticipate their needs on the front end."

Martin Durham

Martin Durham joined the firm in August, 2019 as an Operations & Trading Associate. Martin is responsible for the daily cash management in client accounts as well other day to day operational needs of the firm.

An Eagle Scout, Martin is a North Carolina native who earned his B.S. in Economics from North Carolina State University where he was a member of the economics international honor society Omicron Delta Epsilon.  He was an honor graduate of The O’Neal School near Pinehurst, NC.

Martin has broad financial interests and has enjoyed serving over a decade in various roles in retirement planning, tax preparation, and venture capital banking with various firms including Fidelity Investments, Wells Fargo Advisors, and Square 1 Bank.

Martin recently moved to the Nashville area and is excited to work within an independent advisory firm. In his free time, Martin enjoys watching sports and keeping up with the financial markets.