Profil
Ms. Vicki Martin is Vice President Trusts & Estates at Bluemont Capital Advisors LLC.
Prior to working at Bluemont Capital Advisors in 2010, she was a Senior Vice President in the Wealth Management Division of PNC Bank.
She has held Vice President or higher responsibility for the vast majority of career with experience in private banking, trust and fiduciary investing, and in trust administration.
She is credentialed as a Certified Trust Financial Analyst and is a member of the Northern Virginia Estate Planning Council.
Ms. Martin attended George Mason University with a major in Education and is a graduate of the Virginia Banker’s School of Bank Management at the University of Virginia, ABA School of Bank Investments at the University of Illinois, and both the National and Graduate Trust Schools at Northwestern University.
Anciens postes connus de Vicki Martin
| Sociétés | Poste | Fin |
|---|---|---|
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | 31/01/2009 |
Mercantile-Safe Deposit & Trust Co.
 Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Corporate Officer/Principal | 30/09/2007 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31/12/2002 |
| First American Bank Corp. (Michigan) | Corporate Officer/Principal | 31/12/1987 |
Bluemont Capital Advisors LLC
 Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Corporate Officer/Principal | - |
Formation de Vicki Martin
| University of Virginia | Undergraduate Degree |
| Northwestern University | Undergraduate Degree |
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 4 |
|---|---|
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Mercantile-Safe Deposit & Trust Co.
Mercantile-Safe Deposit & Trust Co. Regional BanksFinance On March 10, 1864, the Maryland Legislature granted a charter incorporating the Safe Deposit Company as a secure repository for valuables, responding to concerns for the safety of Maryland's people and property in time of war. In 1876, the Safe Deposit was granted fiduciary powers and changed its name to Safe Deposit and Trust Company. This was the first corporate fiduciary in Maryland and one of the first in the nation. Mercantile Trust and Deposit merged with Safe Deposit and Trust Company in 1953 to form Mercantile-Safe Deposit and Trust Company (MSDT), which trades as Mercantile Bank & Trust. In 1969, Mercantile Bankshares Corporation (NASDAQ: MRKB) was organized as the first registered bank holding company in Maryland. With Mercantile Bank & Trust as its largest bank, Mercantile Bankshares began operations in September 1970. MSDT manages portfolios for individuals and institutions as well as the Mercantile family of mutual funds. | Finance |
| First American Bank Corp. (Michigan) | Finance |
Bluemont Capital Advisors LLC
Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Finance |
