Matha Post 2021 v2
Redwood City, CA
203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

Main: 650-620-3040
Direct: 650-517-9512
Fax: 650-372-0813

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. Martha graduated from Dartmouth College with a Bachelor of Arts in History. She went on to earn the Chartered Financial Analyst® (CFA®) professional designation.

When not at the office, Martha enjoys walking along the coastal trail by her home, travel, reading and cheering on the San Francisco Giants.

Please click here for complete definitions of our professional designations.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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