Martha Valdes-Fauli in

Martha Valdes-Fauli

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Senior Business Relationship Manager at PNC
📍 Miami, Florida, United States

Martha Valdes-Fauli is a Senior Relationship Strategist at PNC Private Bank, advising ultra-high-net-worth individuals and family offices. With over 15 years of experience, she is known for her relationship-centered approach in investment management, family governance, and estate planning. She earned a certificate from the University of Miami.

Deeply involved in her community, Martha actively supports philanthropic causes. She has co-chaired and hosted fundraising events for organizations like the Voices For Children Foundation, which advocates for children in foster care, and has led panel discussions on philanthropy to empower women to transform their communities.

She has a stated passion for empowering next-generation wealth holders, single women, and widows to make informed financial decisions.

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Experience
14 Years
Current Role
Senior Business Relationship Manager
Job Level
Middle
Location
Miami, Florida, United States
Personality Overview

How Martha shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Martha cares about

Family Office Strategy
Leads a multidisciplinary team advising family offices and hosts events on topics like CRE and the future of succession planning for investors.
Female Empowerment
Passionate about empowering women, especially single women and widows, in their financial lives and has hosted "Phenomenal Women" series on philanthropy.
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Career

Work history

1-2024
Senior Business Relationship Manager
PNC
6-2018 - 1-2024
Senior Client Strategist
BNY Mellon Wealth Management
11-2014 - 6-2018
Financial Representative
Arven Financial, LLC. a member of the MassMutual Financial Group
3-2014 - 11-2014
Financial Representative
Northwestern Mutual
1-2012 - 3-2014
Director of Recruitment
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2010
Certificate
University of Miami
1999 - 2003
BA
Universidad Americana (UAM)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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