Martim de Arantes Oliveira
Regional Managing Director, Northern California
Martim de Arantes Oliveira has been delivering wealth management services to families of significant wealth since 1996. At Cresset, he is Regional Managing Director for Northern California. In this role he leads a multidisciplinary team of subject-matter experts, tasked with delivering integrated advice in all key disciplines of wealth management to families with complex balance sheets.
Previous to Cresset, Martim worked as a Senior Vice President and Regional Managing Director at Ascent Private Capital Management of U.S. Bank. Prior to that, Martim served as a Managing Director with Silver Bridge Family Office Partners. Silver Bridge acquired H&S Financial Advisors in 2010, the firm founded by Martim in 2000. Martim started his career at Union Bank of Switzerland, in London, United Kingdom.
Martim has a BA (Honors) from University College London (UCL), United Kingdom, and attended the University of Law for postgraduate studies in common law, also in London. Martim holds the Certified Private Wealth Advisor (CPWA®) designation from the Investments and Wealth Institute and the Accredited Wealth Management Advisor (AWMA®) and Accredited Portfolio Management Advisor (APMA®) designations from the College for Financial Planning. He is active in philanthropy, being a member of several organizations in the San Francisco Bay Area. Martim lives in San Mateo, San Francisco Bay Area with his wife, Kari. They have two children, Sebastian and Charlotte.