Andy Martz Location
- Texas, United States
Andy Martz Work
- 2017 - now Founder, Managing Partner @
- 2020 - now Host @ The Dollars and Sensibilities Podcast
- 2017 - 2025 Independent Financial Advisor @
- 2008 - 2017 Private Client Advisor @
- 2007 - 2008 Financial Planner @
- 2006 - 2007 Wealth Management - Global Private Client Group @
Andy Martz Education
- Yale School of Management 2025 - 2026
- California Lutheran University
Master of Business Administration - MBA (Financial Planning)
- Stevens Institute of Technology
Bachelor of Science - BS (Business and Technology)
Andy Martz Skills
- Strategic Financial Planning
- Portfolio Management
- Finance
- Risk Management
- Financial Analysis
- Series 7
- Equities
- Business Analysis
- Financial Modeling
- Investments
- Financial Services
- Project Management
- Data Analysis
- Program Management
- Analysis
- Asset Managment
- Six Sigma
- Business Development
- Bloomberg
- Microsoft Excel
- Microsoft Office
- Process Improvement
Andy Martz Summary
- Andy Martz, based in Texas, United States, is currently a Founder, Managing Partner at NEXA Partners. Andy Martz brings experience from previous roles at The Dollars and Sensibilities Podcast, Western International Securities, JPMorgan Chase Bank, N.A. and Foresters Financial Services. Andy Martz holds a 2025 - 2026 Yale School of Management. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Finance, Risk Management, Financial Analysis and more. Andy Martz has 1 emails and 1 mobile phone numbers on RocketReach.
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Andy Martz
Founder, Managing Partner
Texas, United States
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