Ellen Veronica Martz

Current Employers

Employment History

• 10/1993 → Present
  Roney & Co.
  Saginaw, MI
• 09/1999 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

(1) SPECIAL NEEDS VISION CLINIC - BOARD MEMBER / OFFICER/ DIRECTOR; 5 HRS PER MTH, 5 HRS PER MTH DURING BSNS HRS DEVOTED TO BUSINESS (2) OUR LADY OF PERPETUAL HELP SCHOOL ENDOWMENT FUND - BOARD MEMBER / OFFICER/ DIRECTOR; 5 HRS PER MTH, 5 HRS PER MTH DURING BSNS HRS DEVOTED TO BUSINESS (3)Name of Business : Catholic Community Foundation of Mid-michigan Address: Saginaw, MI Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Trustee Investment Related:Yes Start Date: 02/23/2010 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 1 Description of duties: Attend quarterly CCFMM Board meetings and review agenda items.Support the CCFMM Mission , a nonprofit organization that distributes over one million dollars in support of the ministries of the Catholic Diocese throughout the community. (4)Name of Business : JRS Biodiversity Foundation Address: Seattle, WA Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Officer - Treasurer Investment Related:Yes Start Date: 11/01/2010 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 2 Description of duties: To follow the policies and bylaws as established by the Board of Trustees of the JRS Biodiversity Foundation in accordance with Best Practice as well as Fiduciary Guidelines. I am not involved in the advisement investment of the funds. (5)Name of Business : St Peter Parish Endowment Fund Address: Chesaning, MI Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Trustee Investment Related:Yes Start Date: 08/01/1998 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 1 Description of duties: Meet quarterly to review performance of Endowment Funds as well as allocate and distribution funds as needed and allowed through the trust document.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-05
• S63 Uniform Securities Agent State Law Examination
  1984-09-27

Other Names

• Ellen V Martz
• Ellen Flavin Martz