Francisco Martinez

Director of Philanthropic Advising

Francisco Martinez

Francisco Martinez has more than 10 years of experience helping high-net-worth individuals, families, foundations, and nonprofit organizations strategically structure their giving and maximize their impact.

His previous roles have included strategy, operations, relationship management, business development, compliance, and fiscal sponsorship at philanthropic consulting firms — most recently at Amplifier Strategies. He has also served as Associate Director of Managed Organizations at Arabella Advisors, and Philanthropic Advisor at Tides.

Francisco has a dual Bachelor degree in economics and East Asian studies from Harvard University. He is fluent in Spanish and Japanese, as well as English.

As Director of Philanthropic Advising for Family Wealth Advisors, Francisco is responsible for structuring and maintaining the operational framework for our wide range of philanthropic offerings.

Francisco also partners with Julie Shafer, Head of Strategic Philanthropy and Purpose Investments, to design customized strategies and identify innovative vehicles that bring clients’ philanthropic vision to life.

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