Vice President and Wealth Advisor
Palm Beach FL
Marti is a Vice President and Wealth Advisor at BMO Private Bank. She is also a Limited Partner of BELLE Capital, a women’s angel fund that invests in women owned or run start-up companies. Prior to the wealth management industry Marti worked for PepsiCo as one of six National Business-Unit Sales Directors in the US, covering the two largest accounts, with net sales of $346 million, and directed 15 key account managers throughout the Southeast. Prior to that, she was Vice President of the Florida Division of PepsiAmericas, where she directed a 640-person sales operation and was a founding member of the firm’s Diversity Advisory Council. Marti received both a BA (with high honors) and an MBA from Lewis University and received the Academic Excellence Award for Business while there.
Active in the community, Marti has been listed in Florida Trend magazine’s “Must-Know Contacts” of Palm Beach County. She was awarded the Coalition Business Leader Award, was a finalist for the Northern Palm Beach Chamber’s “Women of the Year Award”, was nominated for the Athena Award of Palm Beach County and has been a featured guest on Florine Marks “Remarkable Women” radio talk show. Marti has served on the Criminal Justice Commission of Palm Beach County, Michelle’s Miracle, the Young Friends of the Kravis Center Executive Committees and on the Board of Directors of Keep Florida Beautiful. She is currently serving on the boards of the Palm Beach County Food Bank, the Angel Forum of Florida, the Cystic Fibrosis Foundation, the Economic Council of Palm Beach County, the Kravis Center Corporate Partner’s executive committee, the Florida Atlantic University College of Arts and Letters advisory board and iCoast. She is also serving on the Palm Beach State College ambassador’s council, Keiser University business council and Habitat for Humanity’s planned giving advisory council. She is a member of the Business Development Board of Palm Beach County, the Forum Club, the Gold Coast Venture Capital Association, the Palm Beach Tax Institute, the Palm Beach Estate Planning Council, the Palm Beach Roundtable, the Executive Women of the Palm Beaches, the Palm Beach Chamber and the Northern Palm Beach Chamber.