Stephen A. Martin

  • 30
  • July 28, 2014
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Senior Vice President,
Senior Fiduciary Consultant

NASD Series 7,6 and 63 Securities licenses

B.A. (Accounting) University of Georgia

In 2006, Steve Martin joined Reliance Trust Company and his former colleagues from
C&S/Sovran Trust Company to rebuild the fiduciary services business at Reliance. While at C&S, Steve managed many of the most complex ESOP relationships and master trust clients of the firm. With over 35 years of employee benefit and trust administration experience, Steve’s accomplishments include managing institutional sales and relationship management at Wachovia, SunGard and US Trust. While
at Invesco Retirement Services, Steve developed Invesco’s successful strategic partnership business for retirement services outsourcing. Steve is a graduate of the
University of Georgia and holds a Bachelor of Business Administration in Accounting. He also has held NASD Series 7,6 and 63 Securities licenses. Steve is a frequent speaker on fiduciary topics and is a member of The
ESOP Association and NCEO.