Troy A. Martin, CFP®

Private Wealth Analyst

Troy Martin is Interchange Capital Partner’s Private Wealth Analyst.   His lifetime passion for investment and his innate desire to help others have led him to this role.

Troy’s ambition to pursue a financial career began as a teenage boy. He started reading biographies about Warren Buffet, Peter Lynch, Jesse Livermore at a young age. The more he learned, the more fascinated he became, and the first spark of a future working in financial services was lit.

His quest for knowledge in this field remained constant, and he graduated from Penn State Cum Laude in December 2018 with a B.S. degree in Finance (and a minor in Economics).

After receiving his undergraduate diploma, he entered the professional world at PNC, where he was a Wealth Management Relationship Strategist Development Analyst for three years, making his background rich in client servicing and asset planning.

In 2021 while at Interchange Capital Partners, he attained the Certified Financial Planner (CFP®) title. He is also working towards earning the Retirement Income Certified Professional (RICP®) designation soon. Inevitably, Troy will continue to grow professionally and share his acquired wisdom with the team and clients based on his background and enthusiasm for his career.

Troy’s primary focus on the team is to support the advisory group on a day-to-day basis in business succession planning, investment management, personal financial planning, and relationship management to enhance our overall client service platform.

Troy lives in the city of Pittsburgh.  He is an avid baseball fan and enjoys travelling.