years of combined experience
As a Private Investment Management Portfolio Manager* and Premier Advisor** at Wells Fargo Advisors since December 2018, Martin primarily manages clients’ assets with full discretion as part of the firm’s advisory program. In particular, he favors portfolios with individual stocks and bonds where clients can potentially benefit by direct ownership and greater tax efficiencies. He offers specialty products to complement clients’ strategies such as structured products. Fundamentally, he believes all financial advice is highly personal for helping clients realize their best life.
Before joining Wells Fargo Advisors, Martin spent eight years at UBS Financial Services as a portfolio manager actively managing equity portfolios and advising on estate and retirement planning. Prior to that he worked seven years at Fifth Third Securities customizing individual bond ladders for clients while at the same time also in the Fifth Third Private Bank trust department helping families with multi-generational wealth strategies.
Outside of his primary activities at Wells Fargo Advisors, Martin serves as the honorary consul of the Federal Republic of Germany in Cincinnati.
Martin earned his masters’ degree in business administration from INSEAD – Business School for the World in 2001 and his Bachelors of Science in Civil & Environmental Engineering from University of Cincinnati in 1996. He spent one year in 1992-93 on non-degree studies at Sophia University in Tokyo, Japan.
Martin lives in Hyde Park, an east-side neighborhood of Cincinnati with his wife, Dagmar, and and their four children, Victoria, Cecilia, Philip and Juliana. The children attend the University of Cincinnati’s Lindner College of Business Honors Plus program, the Summit Country Day School and the Good Shepherd Catholic Montessori School. The Wilhelmys are active parishioners at Old St. Mary’s Church and members of the Queen City Club. They like travel, languages, culinary adventures, and sports.
As a Financial Advisor, Ethan specializes in working with families and business owners to develop financial and investment strategies that line up with their needs, goals and risk tolerance. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, he can help. He is dedicated to helping clients meet and exceed their financial needs, and thoroughly enjoys working alongside clients to simplify complex information and make their lives easier.
Before entering the financial services industry, he graduated from Northern Kentucky University with a degree in finance. His previous work experience includes working with high-net-worth clients at Fidelity Investments and Citibank. Now as a Financial Advisor with The Frank Wilhelmy Hearn Wealth Consulting Group of Wells Fargo Advisors, he takes pride in working for a firm that puts you first.
Away from the office, he enjoys running, playing soccer, and spending time with family and friends. He is a huge fan of FC Cincinnati, as wells as the Reds, Bengals, and Bearcats! He lives in Fort Thomas with his wife, Whitney, and two young children, Finley and Oakley.
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