Katie Martz in

Katie Martz

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Director of Institutional Business Development & Wealth Management at SAM Wealth Management
📍 United States

Katie Martz is the Director of Institutional Business Development at SAM, where she leverages her background in enterprise sales and financial services. An alumnus of Denison University and a Presidents Club 2022 honoree, she is also a published author on financial topics like private credit and holds a Series 65 license.

Outside of work, Katie has a strong passion for sailing and is certified for bareboat chartering. Her interests also include following inspirational stories of athletes who demonstrate grit and perseverance, often sharing content related to sports figures and powerful brand marketing from companies like Nike.

She combines her professional expertise with her personal passion by speaking at events like the Sailing Leadership Forum on financial planning for yacht clubs.

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Experience
10 Years
Current Role
Director of Institutional Business Development & Wealth Management
Job Level
Mid-senior
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Katie cares about

Institutional Investing
As a director at SAM, she develops institutional business and authors content on complex topics like private credit for investors.
Sailing
She is a passionate sailor with an ASA 104 Bareboat Charter certification and presents on financial risk management at sailing forums.
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Career

Work history

1-2024
Director of Institutional Business Development & Wealth Management
SAM Wealth Management
12-2023 - 1-2024
Director of Institutional Business Development & Marketing
SAM Wealth Management
9-2023 - 12-2023
Senior Consultant
SAM Wealth Management
3-2021 - 1-2024
Senior Director - Enterprise Sales - Financial Services
Seismic
11-2019 - 12-2022
Senior Consultant - Private Equity
Trebuchet Partners
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1998 - 2002
BA
Denison University
1994 - 1998
High School
George School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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