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Lauren P. Martin, CFP®

Director, Wealth Advisory

267.417.5216 | lauren.martin@belr.com

Lauren joined Bronfman Rothschild’s Philadelphia office in 2017 as a director of wealth management. With more than 12 years of experience, she advises several multi-generational high net worth families and family foundations on comprehensive financial planning, estate planning, philanthropic planning, legacy planning, investment management, including impact investing, and family meeting facilitation. She enjoys and values educating younger generations on a wide range of financial topics and collaborates with other professional client advisors to assure a holistic and detailed plan designed to meet each client’s unique goals and objectives. She has found particular joy through exploring the continuum of impact from philanthropy to investments and starting a financial literacy program in local schools.

Previous Experience

  • Director, Threshold Group
  • Associate Director, Threshold Group
  • Senior Analyst, Convergent Wealth Advisors
  • Analyst, Convergent Wealth Advisors (former Lydian Wealth Management)

Industry involvement

Volunteer Experience

  • Smeal Mentoring Program at Penn State University
  • CFP Board Womens’ Initiative
  • Temple University Women in Finance Program
  • Sparklab mentoring semester project
  • Community Partnership School

Education

The Pennsylvania State University, BS, Finance