Martha Post, CFA
As Chief Operating Officer, Martha is responsible for overseeing the operations of the firm across all areas and implementing the Management Team’s strategic vision. She also continues to serve on the Team Hewins Investment Committee.
Martha has over 30 years in the investment and wealth management industry, almost 20 of those at Hewins Financial Advisors with founder Roger Hewins. There, in addition to her role as COO, she served as Chief Investment Officer from 2008-2015. Previously, as Portfolio Manager she provided account management services to Hewins’ institutional clients, including asset allocation modeling/portfolio optimization, manager research and analysis, portfolio monitoring and performance review.
Prior to joining Hewins Financial Advisors in 1999, Martha was at PR Taylor supporting the firm’s investment management consulting practice. Before that, she spent eight years in investment management, with roles in portfolio management and operations. She was a Portfolio Analyst at Fisher Investments, Inc., where she was a member of the Investment Policy Committee and was responsible for company research and portfolio analysis. Earlier, as Portfolio Administrator at Leylegian Investment Management, Inc., she managed administrative and operational functions and systems, traded stocks and bonds, assisted in portfolio management and managed short-term fixed income accounts.
When not at the office, Martha enjoys walking along the coastal trail by her home, travel, reading and cheering on her San Francisco Giants.