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MEMBER PROFILE

 

Trammel Martin

UBS Financial Services

 

Member profile details

Membership level
Greater Boston Sponsor
First name
Trammel
Last name
Martin
Company
UBS Financial Services
 

XPX ROLE

Sponsorship Type
Bronze
Leadership Role
Treasurer, Officer
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Profession
  • Banker
  • Insurance
  • Investor
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Corporate finance
  • Cybersecurity
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Fundraising
  • Information technology
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Tax
  • Transaction advisory
  • Transaction intermediary
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
In Business Since
2004
How to contact
trammel.martin@ubs.com | 617-247-6072
LinkedIn profile link
http://www.linkedin.com/in/trammelm
Business Focus
We specialize in pre and post-business sale planning for owners and key employees. We build detailed, goal-based financial plans while working with clients' other trusted advisors.
Client Results
1) Added structure to one's financial life, 2) access to top caliber wealth management resources and experience, 3) ease of use, and 4) ongoing education and communication
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