Lauren Martinez

Associate

Lauren, a Charlotte native, discovered her love for the financial services industry while attending college at the University of North Carolina Wilmington. Not only did she graduate cum laude, she also excelled in numerous leadership roles including membership on the CFA Institute Research Challenge Team and as a Fund Manager and Equity Analyst on the UNCW Seahawk Investment Management Team. Lauren believes in putting the client first and looking at their full financial picture. She is passionate about serving others and helping to lessen any financial worries they may have.

Outside of the office, you can find Lauren spending time with her friends and family and enjoying the outdoors with her dogs.

At Verum Partners

Associate

Previous Experience

Novare Capital Management – Investment Officer
Staton Financial Advisors – Intern and Investment Advisor Assistant

Education & Professional Designations

B.S University of North Carolina Wilmington, Finance & Leadership

  • Cum Laude
  • CFA Institute Research Challenge Team Member
  • Fund Manager and Equity Analyst on the UNCW Seahawk Investment Management Team

Series 65

Additional Information

SouthPark Church – Member
Charlotte South Rotary Club – Member
Charlotte South Rotary Charitable Foundation – Treasurer