FUNDRAISING NEWS | March 12, 2024
Vanessa Martinez, a former financial advisor at Hightower Advisors, has launched a new registered investment advisor firm, Expressive Wealth, based in Chicago. Expressive Wealth currently manages approximately $200 million in assets. The firm aims to serve a diverse clientele including individuals, families, businesses, and inheritors. Martinez anticipates the firm's assets under management to reach around $500 million by the end of 2024.
Vanessa Martinez leads as managing partner and CEO. The idea for creating her own RIA emerged from interactions with her clientele at her previous firm, The Lerner Group at Hightower, where she recognized a demand for more comprehensive financial assistance. Her industry experience dates back to 2008 when she registered as a broker with Chase Investment Services. She also has a background in promoting financial wellness among female leaders through her consulting firm Em-Powered Network.
Expressive Wealth is co-owned by Lauren Genuardi, who also acts as the managing partner and chief compliance officer. The team also includes Darlene Duncan, a partner and wealth advisor with extensive experience in the financial industry since 1981.
John Washington is the Data Research Analyst at Dakota.
