Martine Weinhold CPA, CFP®

Martine Weinhold is the Director of Operations for Harris SBSB, a business unit of the Harris Private Bank that provides financial planning, investment advisory and tax services to affluent individuals. Ms. Weinhold works with the President/CEO to oversee all company operations including the three main lines of business, technology, accounting, human resources, compliance, marketing and office management.

Ms. Weinhold earned a B.S. degree in Mathematics from Duke University and an M.B.A. from Georgetown University. Ms. Weinhold also contributes written material to the Keir CFP® certification exam review books. She is an active member of the Financial Planning Association.