Vanessa Martinez

Vanessa N. Martinez

Managing Director, Partner

Vanessa Martinez: As a Partner and Managing Director, Vanessa guides families through all aspects of their wealth; asset management, estate coordination, and legacy planning. She dives deep into family dynamics and finds actionable solutions for complex problems. By partnering with families, Vanessa builds meaningful relationships and helps them pass on their legacy.

Vanessa is also the co-author of Family Value at Risk. This book details the importance of intentional communication among families, but most notably between the matriarch and patriarch of the family.

Prior to joining The Lerner Group, Vanessa spent seven years in Guatemala managing international lumber sales throughout Europe, Canada, and Central America, all while earning her bachelor's degree in business administration from the University of San Carlos Guatemala. Upon returning to Chicago, Vanessa completed her master's degree in business administration from North Park University. Vanessa shifted her focus to financial services at JPMorgan in 2008, where she found her passion for helping clients navigate the economic landscape. Vanessa holds the FINRA Series 6, 7, 63, and 65 licenses.

Vanessa's enthusiasm for family values extends to her leadership in community activities. She oversees the annual planning for the Hispanic congregation of the Northwest Church of Christ. She is an active member of Step Up, a nonprofit dedicated to helping young girls reach their fullest potential in education.

While community involvement, leadership at The Lerner Group, and working with families across the country fills her days, she is first and foremost a committed wife and mother of two.


The Lerner Group