Martha Post, CFA

Principal and Chief Operating Officer at Team Hewins
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Bio

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.

Recent Quotes
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  • In addition to income, investors own bonds to provide stability in a well-diversified portfolio. Martha Post, chief operating officer at Team Hewins, recommends that investors develop a long-term asset allocation plan that fits their return requirements and risk tolerance and stick with it. Post acknowledges investors' worries about reduced income from bonds. She assuages these fears by reminding investors that when interest rates rise, higher-yielding bonds can replace those with lower coupons. She also suggests that modest exposure to high-yield and emerging-market bonds can increase income, albeit with added risk. Ultimately, investing is a long-term endeavor that requires patience – and short-term decisions may not benefit long-term investors.

    https://money.usnews.com/investing/portfolio-management/slideshows/asset-allocation-tips-in-a-low-interest-rate-environment

    12 November 2020
Employment
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