Martine E. LellisCPA and CFP® at Sullivan, Bruyette, Speros & Blayney (SBSB)
Martine is a Principal and the Chief Operating Officer of Sullivan Bruyette Speros & Blayney, an SEC-registered investment advisor located in Mclean, VA. SBSB manages over $3.5 billion for affluent individuals, families and institutions, and offers a full range of comprehensive financial planning, portfolio management, fiduciary and tax services.
Martine joined the company in 2002 and oversees the company’s operations and compliance programs.
Martine earned a bachelor’s degree in Mathematics from Duke University and an MBA from Georgetown University. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She has consulted with Keir Educational Resources as a writer and instructor for CFP® exam review courses. She is a former member of the Schwab Advisor Services Technology, Operations & Service Advisory Board.
Martine is a National Technical Official for USA Weightlifting and enjoys officiating at Olympic Weightlifting competitions. She is also a Board Member and Treasurer of the Maryland Potomac Valley Local Weightlifting Committee.
In her free time, Martine enjoys CrossFit, traveling with friends, and hanging out with her rescue tabby cat.