Our Extraordinary People

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What happens when you partner with the Advisors at RiverStone

As trusted advisors, we partner with you to help articulate and prioritize your goals. We work with you to develop personalized strategies, supported by objective, comprehensive financial advice and wealth management services.

At RiverStone, we focus on your interests and needs. As a private independent firm, we are free from the many conflicts of interest present in so many Wall Street firms. It is important to us that we firmly align our interests with yours. Success to you means success to us.

At RiverStone, You’ll feel:

  • Respected and loved while we provide Investment Consulting
  • Listened to as you are surrounded by an Advisory team reviewing your Advanced Plan
  • Confidence for the future while we analyze and coordinate your tax planning
  • Empowered and knowledgeable as you receive transparent, independent, fee based, objective advice
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Interesting Facts

  • I am originally from Silver Spring, MD, moved to the Northwest for high school and college, then returned to the east coast in 1997 to Hyde Park, NY.
  • At age 12, I had the honor of singing at the White House for President Ronald Reagan.
  • Singing, acting and public speaking are very important to me (a family trait!).
  • My wonderful husband and I have been married since 2005 and we have a blended family of five children.
  • Financial education is my passion and I speak regularly on a host of financial topics. Most recently I was a guest lecturer at The Bard College Conservatory of Music Graduate Program.

Community Participation

  • My husband and I have volunteered with the CENTER for Performing Arts at Rhinebeck since 2007 where I am currently President of the Board of Directors. We are dedicated to supporting the arts, helping to inspire children and provide opportunity for them in theater.
  • I am a founding member of The Hudson Valley Chapter of Ellevate and current Chapter President.
  • I am a founding member and past board member of Raising HOPE, a non-profit dedicated to women mentoring women to success.

Experience

  • With over 18 years of experience serving high net worth individuals and families, I have specific expertise in the areas of financial planning such as retirement analysis, investment management, insurance, tax and estate planning.
  • In 2012 I launched RiverStone Private Wealth Advisors, formally known as RiverStone Wealth Management.
  • Prior to launching RiverStone, I was Second Vice President of Wealth Management at Morgan Stanley.

Areas of Focus

  • Life Transitional Planning
  • Legacy Goal Alignment
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments

Awards & Recognition

  • Athena Honoree nominee, recognized by the Dutchess County Chamber of Commerce for inspiring women to make smart financial decisions, 2013
  • Founding Support Award Recipient – recognized by Raising HOPE, a division of the United Way of Ulster Country, for support and dedication to women mentoring women to success, 2014
  • Commonwealth Financial Network Founders Club Recipient, 2016

Qualifications

  • CDFA ™Certified Divorce Financial Analyst
  • Series 7, 63, 65, Life and Health Insurance Licensed

Michelle Martin is proud to have been recognized as a Winner’s Circle advisor for 2015—a distinction that places her among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Important Information About Your Advisor.

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Areas of Focus

  • Life and Disability Insurance Analysis
  • Retirement Projections and Analysis
  • Portfolio Management and Strategy
  • Tax Strategy and Planning
  • Investment Research
  • Employment Benefit Analysis

Experience

  • As a member of the Advisory team, my primary responsibilities include assisting advisors with complex wealth enhancement strategies, insurance analysis, tax planning, debt and cash flow management, and portfolio risk assessment and construction.
  • Prior to RiverStone Private Wealth Advisors, I worked in financial statement audit and assurance services for both public and private accounting opportunities.

Community Participation

  • I am the Vice-Chair of the Board of Directors and an active Finance Committee Member for the Poughkeepsie Farm Project, a member-supported farm located in the City of Poughkeepsie, NY.
  • I am a member of NYSSPCA and AICPA.

Qualifications

  • Certified Public Accountant of New York
  • FINRA Series 7 and 66 securities registrations
  • MBA and BS in Accounting from Alfred University.

Interesting Facts

  • On a weekend you will find me exploring the Hudson Valley’s local restaurants, jogging around Poughkeepsie with my dog, road biking, and cooking. I love warmer weather and try to be outside any chance I get.
  • My guilty pleasures are local coffee shops, splurging on home décor, and a good spin class.
  • I was an equestrian for 20 years, and even brought my horse with me to college.
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Areas of Focus

  • Operations and cashiering
  • Compliance and document maintenance
  • Private client relationship service

Experience

  • Prior to joining Riverstone in 2014, I worked as a paralegal for a law firm in the Boston area focused on real estate, probate, and estate planning.

Qualifications

  • Series 7 Registered
  • BA in Political Science from the University of Massachusetts Dartmouth
  • Paralegal Certificate from Northeastern University
  • Notary public in the State of NY

Interesting Facts

  • I relocated from Newton, Massachusetts to the Hudson Valley in December of 2013.
  • Since moving to NY, we have adopted two retired greyhounds, Chevy and Jack. If you want to hear about the plight of the greyhound (or lurchers, salukis, galgos, and podencos) just say the word.
  • I enjoy cooking but love baking