Martha S. Staniford Email and Phone Number
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I am passionate about taking care of my clients as a financial advisor, developing, implementing, and overseeing solutions that integrate investment, insurance, retirement, and tax management into a comprehensive financial/investment strategy.
Wealthspire Advisors
View- Website:
- wealthspire.com
- Employees:
- 112
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Managing DirectorWealthspire Advisors Oct 2019 - PresentNew York, New York, United StatesIn October 2019, Sontag Advisory acquired Bronfman Rothschild and rebranded as Wealthspire Advisors.
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Board MemberThe Petey Greene Program 2016 - PresentPrinceton, Nj, And New York And Others -
Managing DirectorSontag Advisory Feb 2003 - Oct 2019New York City, NySenior wealth advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial/investment strategy.
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Executive DirectorCibc Oppenheimer 1998 - 2003New York City, NyDeveloped and oversaw CIBC Oppenheimer's Wealth Management Alliance ("WMA") program which offered a full complement of services and products for high net worth individual, families and family office (a virtual family offfice).Author of Chapter 10: The Family Office in "Planning for the Affluent" by Mayer/Levy.
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Managing DirectorBankers Trust/Bt Alex Brown 1984 - 1998New York And LondonOne of the original memebers of BT's Capital Markets group responsible for derivatives and capital market transactions for US Corporations, Canada and the Maghrib region. Headed the Latin America/Emerging Markets Corportate Finance group and later The Latin America Private Bank. Was Managing Director of BT Brokerage developing BT's high net worh retail brokerage operation.
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ManagerGte Corporation 1982 - 1984Stamford, CtManaged $100MM Puerto Rican 936 Investment Portfolio and established a Puerto Rican Cash Management system. Directed and traded GTE's Foreign Exchange positions. Coordinated GTE Finance NV's activities in the Euromarkets, U.S. Capital Martkets and within the GTE Group of companies which included raising over $1 billion of financings and several back to back loans (swaps). Member of the Treasury Acquistion team for the purchase of Sprint. Special projects included Rating Agency presentations, writing annual reports and Country Risk Analysis.
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Senior Treasury AnalystGte Corporation 1980 - 1982Stamford, CtPerformed analysis of Interntional Capital Budgeting proposals, leasing, loan support projects and subsidiary performance. Head Office Treasurer for Far East Activities. Implemented Management Information System for worldwide debt and banking services. Department budget coordinator.
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Acquistion Analyst/Strategic Planner/Staff AuditorRohm And Haas Company 1978 - 1980Philadelphia, PaAs Staff Auditor, reviewed financial managerial controls and treasury operations at domestic and foreign subsidiaries. Revised corporate polices on leases, credit management and treasury operations. Award stock grants for uncovering fraud in two operations.. As acquistion analyst, was financial member of target search and screen team for potential acqusitions and key contact for all merger activities with Wall Street firms. -
Second Vice President/Assistant Treasurer/Credit Training ManagerChase Manhattan Bank 1973 - 1978New York City, NyCompleteed Chase Credit Training program and subsequently taught in the Credt Program. Became Line Lending Officer covering Philadelphis area. Promoted to Second Vice president, individually managing over $200MM of domestic and forign loans for Fortune 500 companies within the Land Transportation industry. Directed Lending Team's new business development efffort. Responsible for originating and financing Bendix's acquistion of Asarco.
Martha S. Staniford Skills
Martha S. Staniford Education Details
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Economics
Frequently Asked Questions about Martha S. Staniford
What company does Martha S. Staniford work for?
Martha S. Staniford works for Wealthspire Advisors
What is Martha S. Staniford's role at the current company?
Martha S. Staniford's current role is Managing Director at Wealthspire Advisors.
What is Martha S. Staniford's email address?
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What is Martha S. Staniford's direct phone number?
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What schools did Martha S. Staniford attend?
Martha S. Staniford attended New York University - Leonard N. Stern School Of Business, Smith College.
What skills is Martha S. Staniford known for?
Martha S. Staniford has skills like Fundraising, Networking, Retirement Planning, Wealth Management, Estate Planning, Risk Management Plans, Financial Services, Financial Advisory.
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Martha S. Staniford's colleagues are Natalie Truty, Cfp®, Jenna Wolfe, David Edwards, Dylan Fox, Keely Ford, Ryan Deleon, Connor Davis.
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