Alfredo Martinez | Chief Investment Officer and Managing Director

With more than 25 years of experience in private wealth management, Al is dedicated to providing clients with a personalized financial planning experience.

Al focuses on the development and implementation of customized investment solutions for high-net-worth individuals, family offices and businesses. In addition to creating goals-based, diversified portfolios, Al also assists clients with wealth transfer, generational wealth planning and investor education.

Before joining D3 Wealth Partners, Al served as a Vice President of Wealth Management at UBS Financial Services. He also held management and leadership roles at Merrill Lynch and Morgan Stanley Smith Barney.

Al earned his Bachelor of Science degree in Economics and Business Administration from Wagner College. He serves on the Technology & Security committees for St. Paul Lutheran School and previously led the summer intern program at the Boca Raton office of Morgan Stanley Smith Barney.

Al is fluent in both English and Spanish. An avid outdoorsman, Al has completed two, Olympic-distance triathlons. In his spare time, he enjoys skiing, golfing, spending time with his family, traveling and coaching his youngest daughter’s soccer team.