Corey Martinez Email & Phone Number

Financial advisors considering a firm transition have no shortage of important issues to mull over— the least of which: Should I even do it? There’s no doubt that transitions can be stressful. But they can also be exciting and create opportunities for personal and professional growth. As an advisor-centric bank, TriState Capital serves as a trusted partner for thousands of wealth managers and financial advisors as they transition to joining or launching independent firms. We are a leading provider of securities-based lines of credit (SBLOCs) and can help meet refinancing requirements as you transition your clients between firms. As Transitions Manager of TriState Capital’s Private Bank, my role is to provide full-service, white glove support through each step of the process to ensure as smooth of a transition as possible. I, along with a dedicated transitions team, work to move assets quickly and minimize disruption for you and your clients. If you’re interested in learning more about how TriState Capital can help facilitate a successful transition to independence, contact me at 412-559-6020 or cmartinez@tscbank.com.

Listed skills include Leadership, Public Speaking, Golf, Microsoft Word, and 8 others.