#Nonprofit #COO | fmr #WealthManagement & #FamilyOffice #ManagementConsultant | #Tennis & #Wine Enthusiast | #Cyclist | #IRONMAN #Triathlete
Chicago
Joined September 2008
- Tweets2.1K
- Following697
- Followers833
- Likes155
Congrats to this great combined team! @F2_Strategy Accelerates Growth with Acquisition of @Oakbrook_Solns and Investment from Renovus Capital | Business Wire businesswire.com/news/home/2…
Keeping #presidentcarter in my thoughts and honoring his commitment and service to humanity on this #presidentsday @habitatforhumanity @thecartercenter instagram.com/p/Co5128COZzi/…
Thanks to our awesome #worldbicyclerelief #bike marshals for leading the #chimarathon #eliterunners and #athleteswithdisabilities safely to the 🏁! instagram.com/p/CjgZ_-EuIGW/…
Thank you @united ORD agents for helping David and I get back on track to #ironmantexas! You saved this #blindathlete & #sightedguide’s day! #readytorace
David’s #ironmantexas race is in @united’s hands now. Hoping they can get us on same flight tomorrow after separating our reservation.
Honored to #RunCIM #usaba262 with the legendary David Kuhn. Great recovery from #ChiMarathon and progressing to his BQ! @ California State Capitol instagram.com/p/CXHk65SPhDe/… – at Sacramento, CA
I'm supporting United States Association of Blind Athletes and honored to guide David Kuhn at the CIM/USABA Marathon National Championships! do.nr/sb5jhf via @DonorDrive
Complexity of serving #UHNW families is increasingly overwhelming #familyoffices. How To Decide What Your #FamilyOffice Should #Outsource #expertiseondemand lnkd.in/dFWGxAq
Another peek into an Oakbrook Solutions Project In Motion... #familyoffice #vendorselection #wealthmanagement lnkd.in/dzEBc8j
If You've Seen One Crisis, You've Seen One Crisis: What #familyoffices can learn from #COVID19 #crisismanagement #lessonslearned lnkd.in/ejQr-Fd
#Familywealth & #familyoffice friends: we know you are doing great work helping clients through this COVID crisis, so please submit your entries to the @FWReport 2021 #Awards. See link for judges' tips. lnkd.in/dAd-rUH
Another peek into an Oakbrook Solutions Project In Motion... #wealthmanagement #regulatory #fiduciary #bestpractices #processimprovement #operations #roadmap #workflowsolutions #lavawm
Let us know if you'd like a closer look behind the curtain. lnkd.in/dp_35X7
I'm excited to extend @Oakbrook_Solns' strategic and #workflow #consulting offerings to our #wealthmanagement and #financialservice clients. #bpm
We are excited to announce the appointment of @cvmartinez as Product Management Director for our new LAVAwm ("wm" = #wealthmanagement) #workflow optimization & #automation practice. #bpm prweb.com/releases/oakbrook_…
Thanks @SteveRConsult! Excited to extend @Oakbrook_Solns' strategic and #workflow #consulting offerings to our #wealthmanagement and #financialservice clients.
Chris Martinez retweeted
"FWR Reports: Lessons From The Pandemic" Many thanks to our FWR Awards 2021 judges for their contributions! vimeo.com/437822498
New CFP Board Tech Provisions require "reasonable care and judgment when selecting, using, or recommending any software, digital advice tool, or other technology" as part of fiduciary duty. If you are unsure if your #technology is…lnkd.in/dxqakAq lnkd.in/ddMzeeU
The #coronavirus crisis has forced #familyoffices to reflect on their operations more than ever. SFOs are inquiring about setting up a #virtualfamilyoffice and grouping with like-minded businesses and consolidating into #multifamilyoffices. lnkd.in/earSzgr
Chris Martinez retweeted
#GivingTuesdayNow emphasizes opportunities to give back to communities and causes in safe ways that allow for social connection and kindness even while practicing physical distancing.
Donate to Habitat Chicago today in the spirit of Giving Tuesday now!
my.habitatchicago.org/Health…
Chris Martinez retweeted
#RussAlanPrince: A Simple Questionnaire For Evaluating Your Single #FamilyOffice - If you have any 5s or less, ask @Oakbrook_Solns how we help similar offices. lnkd.in/d5RKWpu