Cory Martin, CVA - Managing Director
Cory Martin, CVA, Managing Director, has been with the firm since 2009 and currently leads the valuation services division of SHG. Corey holds the CVA certification from the National Association of Valuation Analysts. Cory specializes in providing financial analysis and business valuations to privately held companies, assisting in mergers and acquisitions, estate and gift tax planning, and other complex financial, marketing and business planning.
Cory began his professional career in the late 1990’s at Ayco, a business unit of Goldman Sachs & Co. As a Senior Financial Analyst/Advisor, Cory advised high net worth clients ($200MM+) on all aspects of their personal, professional and financial planning. In 2005, Cory founded The Kalos Group, an independent business advisory firm to broker deals between entrepreneurs and venture capital investors, angel investors, and merchant banks. Cory brings additional experience in commercial credit analysis and sales from experiences with a community bank and a media barter business unit of a multi-billion dollar advertising agency in NYC.
Cory holds a Bachelor of Science degree from Siena College, and an MBA from Sage Graduate School. Cory is a Certified Valuation Analyst and is a member of The National Association of Certified Valuators and Analysts.
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