Martim de Arantes Oliveira has been delivering wealth management services to families of significant wealth since 1996. At Cresset, he is Senior Managing Director. In this role he leads a multidisciplinary team of subject-matter experts, tasked with delivering integrated advice in all key disciplines of wealth management to families with complex balance sheets.
Previous to Cresset, Martim worked as a Senior Vice President and Regional Managing Director at Ascent Private Capital Management of U.S. Bank. Prior to that, Martim served as a Managing Director with Silver Bridge Family Office Partners. Silver Bridge acquired H&S Financial Advisors in 2010, the firm founded by Martim in 2000. Martim started his career at Union Bank of Switzerland, in London, United Kingdom.
Martim has a BA (Honors) from University College London (UCL), United Kingdom, and attended the University of Law for postgraduate studies in common law, also in London. Martim holds the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute and the Accredited Wealth Management Advisor (AWMA®) and Accredited Portfolio Management Advisor (APMA®) designations from the College for Financial Planning. He is active in philanthropy, being a member of several organizations in the San Francisco Bay Area.
Current role