Harry joined GoalVest in March 2023. Based in Dallas TX, Mr. Martin fosters relationships with financial advisors, CPAs, attorneys and their clients. He is responsible for business development across America with an emphasis on the Mid-America Central & Southern region.

Harry started his Wall Street career and spent more than three decades at Brown Brothers Harriman. He held numerous senior level positions across the broad spectrum of the firm’s investment management activities. In his final role as a Managing Director, Mr. Martin led a team that provided portfolio management, client relations and marketing to clients including high and ultra high net worth individuals and a variety of eleemosynary organizations. He then teamed up with City National Bank as a Senior Investment Consultant and spent nearly a decade broadening and strengthening partnerships with financial intermediaries to achieve their clients’ investment goals. Early in his wealth management career, Mr. Martin was also a U.S. Naval Reserve Officer and ultimately attained the rank of Commander USNR.

Mr. Martin earned his B.S. With Highest Honors from the U.S. Merchant Marine Academy and his M.B.A. from Harvard Business School. He served as a Director and Treasurer of the U.S. Merchant Marine Academy Foundation and was meritoriously awarded for his outstanding service. He has also served as a member of the Foundation Board of the Dallas Symphony Orchestra.