Kirstie B. Martinez West Financial Services Director of Portfolio Management and Relationship Manager

Kirstie B. Martinez

Director of Portfolio Management and Relationship Manager

Kirstie is the director of portfolio management and has over 18 years of experience in the wealth management industry.  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.

Kirstie is a graduate of Syracuse University, where she received a BS in Finance and Economics.  She enjoys spending time her husband, son, daughter and their two dogs.

Professional Affiliations/Memberships
Currently a candidate for the Certified Financial Planner designation