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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.

Expertise

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

Qualifications

  • Chartered Financial Analyst (CFA)

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