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Martha Gallagher
Managing Partner at AdvisorAdit
Martha Gallagher is a highly experienced professional specializing in working with financial advisors and related organizations, with a strong grasp of financial planning, wealth management, investments, and client relationship building.
Her expertise lies in strategic planning, program management, product development and deployment, industry analytics, and relationship management.
Martha's specializations include serving Registered Investment Advisors (RIAs), RIA M&A and breakaway broker planning, Turnkey Asset Management Providers (TAMPs), intermediary distribution channels, analytics, and custodial and brokerage platforms and services.
She holds a BA in Anthropology from Columbia University, an MBA from NYU Stern School of Business, and an MBA in Finance from New York University's Leonard N. Stern School of Business.
Martha has held key positions in renowned organizations such as ConferenceAdit (formerly AdvisorAdit), RIA Consulting Services, Fidelity Investments, MMG Consulting, BancBoston Robertson Stephens, BankBoston, Marine Midland Banks, and Touche Ross.
