Martine Weinhold, CFP®

Martine Weinhold is a CFP® professional with Sullivan, Bruyette, Speros & Blayney, Inc., a business unit of the Harris Private Bank. Ms. Weinhold oversees operations for the Financial Planning Department and is responsible for the training and education of the financial planners. She also manages the development of the financial planning software, analytical tools and procedures. Sullivan, Bruyette, Speros & Blayney, Inc. provides financial planning, investment advisory and tax services to affluent individuals and families.

Ms. Weinhold earned a B.S. degree in Mathematics from Duke University where she taught calculus classes to undergraduate students. She is currently attending the MBA Evening Program at Georgetown University and expects to complete her master’s degree in 2008. Prior to working as a Keir instructor, Ms. Weinhold contributed written material to the Keir CFP® certification exam review books. She is an active member of the Financial Planning Association.