Marta Goldberg, JD

Marta Goldberg, JD

Managing Director and Fiduciary Wealth Advisor

Marta is Managing Director and Fiduciary Wealth Advisor for the Bank responsible for developing and implementing investment strategies, complex family wealth planning, estate planning, tax planning, and charitable giving solutions that address the issues of family governance. Marta has devoted her career to managing all aspects of her clients’ investment and fiduciary needs. 

Marta has a well-earned reputation for providing highly personalized service while providing custom investment strategies, complex family wealth planning, tax planning and insurance solutions. Marta has over thirty years of Wealth Management experience in the South Florida marketplace. She was previously employed by BNY Mellon Wealth Management for the past sixteen years where she served as Senior Vice President and Director of Portfolio Management.

Marta is currently a Board Member of both the South Florida Committee of the Weizmann Institute of Science and the Victory Center. Marta holds a Bachelor of Science in Business Administration with Honors from the University of Florida and a Juris Doctorate from South Texas College of Law.