Martha is responsible for overseeing the operations, client service and research functions at Hewins. She serves on the Hewins Investment Committee. Prior to her current position, Martha served as Portfolio Manager and provided account management services to Hewins' institutional clients, including asset allocation modeling/portfolio optimization, manager research and analysis, portfolio monitoring and performance review. Martha had been with PR Taylor for four years before the formation of Hewins Financial Advisors.
Before joining PR Taylor, Martha spent eight years in investment management, where she played a central role in both portfolio management and operations. She was a Portfolio Analyst at Fisher Investments, Inc., where she was a member of the Investment Policy Committee and was responsible for company research and portfolio analysis. Earlier, as Portfolio Administrator at Leylegian Investment Management, Inc., she managed administrative and operational functions and systems, traded stocks and bonds, assisted in portfolio management and managed short-term fixed income accounts.
Martha has a B.A. degree in History from Dartmouth College, and has earned the Chartered Financial Analyst designation.