Marti takes great pleasure in being a financial advisor and she prides herself on applying a holistic approach to finding personalized solutions for our clients. Her success stems from taking the time to truly understand her clients and sharing the many lessons she has experienced through her own life.
Jun 20, 2024
AdvisorHub released their list of top advisors under $1 billion for 2024 , where Marti ranks #96.
May 16, 2024
Marti Marache was nominated to participate in 2024 InvestmentNews Awards, in the Alternative Asset Manager category alongside 7 other nominees
Feb 27, 2024
Former Morgan Stanley broker, Marti Marache, with 17 years of experience in the industry has filed a lawsuit alleging gender discrimination against the firm.
Feb 8, 2024
The eighth annual Forbes/SHOOK Top Women Wealth Advisors Best-In-State ranking highlights 1,991 women collectively managing assets exceeding $2.8 trillion.
Sep 30, 2021
Pak, Susie J. “Where Are They Now? Blair & Co., Inc.” Financial History Magazine, no. Spring, ser. 2018, 2018, pp. 30–34. 2018, www.moaf.org/publications-collections/financial-history-magazine/125
Source: Workingmother.com (October 2020) SHOOK Research considered women advisors with children living at home under 21 years old. Ranking algorithm is based on qualitative measures derived from telephone and in- person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information see www.SHOOKresearch.com.
Source: Forbes.com (April 2021) Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. For more information, see www.SHOOKresearch.com.
Source: Forbes.com (June 2024) Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.
