Headquarters

Our Team at Swiss Aveuue Partners Headquarters:

Sandy Burton

Sandy Stewart is CEO and co-founding Partner of Swiss Avenue Partners. She has a background in the financial services industry with a combined 8 years experience as a Financial Planner, managing the IPO desk of Everen Securities in Chicago and then co-founding her own independent asset management company in Austin, Texas. This was followed by 5 years with an Australian-based business coaching company managing the Texas office and later, as a senior member of the San Francisco headquarters for that company. Sandy has significant experience in managing growth in mid-market businesses and is now a sought after speaker to various groups that includes successful women entrepreneurs and business owners.

 

Martin Riley is the Vice President in charge of Financial Products. Martin has worked 13 years in the commercial banking industry and has been trained by the largest and most well known banks in the U. S. His primary responsibilities were to analyze and assess the needs and abilities of a business to acquire capital as well as helping those businesses structure their capital acquisition. Martin has also spent six years as a CFO for a wireless telecommunications general contractor. In those six years, he helped grow the company from 4 to 20+ employees. Martin's goal is to bring this wealth of experience, knowledge, and tools to any growth-minded business owner who needs it. He holds a BA in Economics from SDSU.

 

Karla Boles

Karla Boles is the project manager for the Swiss Avenue Partners home base in Austin, TX.  She has spent time as a sales representative, insurance agent and financial advisor.  She has experience in working with clients and people in the field and is able to coordinate resources for many different events.  Karla has a bachelor’s degree from Baylor University.

 

 

Linas and Sandy have worked with me and my business on several levels for 3 years now. The majority of the benefit to me from their training has been around channel development. They have a tool that helps me qualify, solidify and maintain business relationships that are a "Match" with my practice. I feel like I am one step ahead of most business owners, because of the training I have received from them.
    - Neal Smith

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