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Greg Martell

Director
Balance Sheet Risk Management

Financial Institutions | Kennett Square, PA

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About Greg

Greg Martell is a Director on Chatham’s Financial Institutions business and serves on the Balance Sheet Risk Management practice. Greg has held several roles advising financial institutions and currently works on developing balance sheet solutions to aid clients in managing their interest rate risk for different asset and funding strategies.

Greg previously worked at SEI Investments Company as an Investment Analyst on the Advisory Team for the Institutional Group. Greg is a CFA Charterholder and a member of the CFA Institute and CFA Society Philadelphia. He received his bachelor’s degree from Ursinus College in mathematics and business and economics with a minor in statistics.

Publications

Webinar

Market Update: Strategies for Volatile Markets Q4 2020

Our experts examine the factors driving the markets and discuss the balance sheet risk management strategies being implemented by financial institutions. We will share perspective on the interest rate risk management concerns by reviewing the challenges and opportunities in today’s volatile market.
Webinar

Market Update: Strategies for Volatile Markets Q3 2020

Our experts examine the factors driving the markets and discuss the balance sheet risk management strategies being implemented by financial institutions. We will share perspective on the interest rate risk management concerns by reviewing the challenges and opportunities in today’s volatile market.
News

Effective balance sheet hedging in the current climate

In a piece written for BAI, Greg Martell highlights how current market conditions present financial institutions, equipped with the proper tools and strategy, with opportunities that can provide some welcomed relief during this period.
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Expertise

  • Financial Institutions
  • Interest Rate Risk Management
  • Balance Sheet Risk Management
  • Fixed Rate Loan Hedging
  • Hedge Accounting

Qualifications

  • Chartered Financial Analyst (CFA)

Related Team Members

  • Andrew Little

    Managing Partner, Board Member
    Global Head of Financial Institutions

    Kennett Square, PA

  • Bob Newman

    Managing Director
    Sales

    Financial Institutions | Kennett Square, PA

  • Matthew Tevis

    Managing Director
    Head of Sales

    Financial Institutions | Kennett Square, PA

View more team members

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