Vanessa Martinez

Vanessa N. Martinez

Managing Director, Partner

Vanessa Martinez: As a Partner and Managing Director, Vanessa’s primary focus is guiding families through all aspects of their wealth. Vanessa’s passion enables her to dive deep into family dynamics and find actionable solutions for complex problems. By partnering with families, Vanessa is able to build meaningful relationships and help them pass on a legacy.

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

Prior to joining at 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 of business administration from the University of San Carlos of 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 financial 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 and 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