Introducing Troy, Our Newest Team Member
September 20, 2021 by Interchange Capital Partners
By Troy Martin
We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, we are adding qualified, experienced, passionate professionals to our team so we can continue to provide unparalleled service. As such, we wanted to introduce you to our newest addition, Troy Martin! Here’s his story.
A Natural Fit
Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the inspiration and example of famous investors through history. While it may not have been the typical reading material for a teenage boy, I started reading biographies about Warren Buffet, Peter Lynch, Jesse Livermore, just to name a few! The more I learned, the more fascinated I became, and the first spark of a future working in financial services was lit.
But there’s more to my decision to become a financial advisor than just a passion for investing. I also desired to help others. My parents raised me with a servant mindset and showed me the joy and fulfillment that comes from putting others first. I wanted a career that would allow me to add value to people’s lives and help them achieve a future they only dreamed of.
When you combine both influences, becoming a financial advisor was a natural fit for me.
Then and Now
Knowing where I wanted to end up, I threw myself into the process, graduating from Penn State with honors, earning a bachelor’s degree in finance with a minor in economics, and interning at various companies to gain experience. The more I learned about the industry, the more I saw the importance of financial planning and the impact it can make on people’s lives. Financial planning is nuanced and constantly evolving, requiring a personalized approach and mastery of complex concepts. I found that I loved the balance between building relationships with those I served so that I could help meet their needs and honing my skills by continuously learning.
What I Do Today
I feel incredibly honored to have the opportunity to serve Interchange Capital Partners’ client family as a private wealth analyst. I love that I can learn from our experienced team as I grow in this career and contribute to our goal of providing a client experience that exceeds expectations. Even though I only have a handful of years of experience so far, I have a unique perspective to bring to the table and an effective framework for processing information and delivering solutions. Because of our team mentality, we utilize the perspectives, knowledge, and experience of all our advisors so we can equip our clients to reach their goals.
The Right Choice
To say that I’m thankful for my career is an understatement. I started this journey with hopes of having a career I enjoyed while also making a difference in the world. I’m happy to report that’s exactly what it’s become. Having the opportunity to get to know our clients, learn about their struggles and dreams, and become a trusted friend and advisor is a privilege I don’t take for granted. But beyond just supporting and guiding them, I’ve also been able to see the rewards of an effective, comprehensive wealth management approach in our clients’ lives.
My life motto is “Do something 100% or don’t do it at all.” I take this mission into my work, realizing the level of confidence our clients place in me as they entrust me with their financial future. I come to work every day motivated to do right by our clients so they can feel relief at knowing their money is in good hands.
Want to Know More?
Don’t just take my word for it—experience the difference a committed, relationship-based financial advisor can make in your life. Take the first step towards securing your future by emailing us at firstname.lastname@example.org or calling our office at 412-307-4230 to schedule an introductory appointment.