Highland Peak Wealth Appoints Chris Martinson as Managing Director to Advance Personalized Investment Solutions
Highland Peak Wealth is thrilled to welcome Chris Martinson as Managing Director, further strengthening its leadership team and commitment to client-first wealth management. With more than 20 years of experience in the financial services industry, Chris brings extensive investment expertise and a reputation for building thoughtful, long-term strategies for individuals and families.
In his new role, Chris will work closely with clients to design and manage tailored investment solutions across generations. His decision to move from large institutions to an independent firm reflects his belief that families deserve transparency, flexibility, and advice delivered without institutional bias.
Chris has held senior leadership positions at Citi Private Bank and BNY Wealth. At Citi, he managed $2.7 billion in assets and was named to the Chairman’s Council in recognition of his outstanding performance. At BNY, he managed $900 million in client assets and chaired the Boston Investment Implementation Committee. He is also a CFA charter holder.
“I wanted to be part of a firm where advice could be completely objective and truly centered on the client,” Chris said. “Highland Peak Wealth gives me that opportunity. My focus is to help individuals and families define their goals and build strategies that reflect their values and vision for the future.”
"We're thrilled to have Chris join our team," said Kyle McBurney, Managing Partner at Highland Peak Wealth. "Chris led the investment committee at BNY Mellon's Boston office and brings serious market knowledge and analytical firepower. He's all about putting clients first and creating practical investment solutions that actually work. Chris has developed incredibly deep and trusting relationships with his clients, and we're confident he'll be able to serve them even better here."
Chris lives in Brookline, MA, with his wife, Nellie, and their two children, Isobel and Leo. He is active in his community, volunteering with Year Up and Read to a Child.
About Highland Peak Wealth
Highland Peak Wealth is an independent boutique wealth management firm based out of Boston and San Francisco that serves High-Net-Worth individuals, families, and institutions all over the country. By eliminating conflicts of interest, ensuring unbiased guidance, and offering tailored wealth management and financial planning services, the firm is committed to providing its clients with the best available solutions.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.com). 280 Congress Street, Boston, MA 02210. (617)-439-4389. Highland Peak Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202809-9410616.