Martha B. Willis
Chief Marketing Officer
Martha (Marty) Willis has embraced a mantra of innovation and change over the past 30 years. “When you are finished changing you are finished,” is a philosophy Marty has centered her successful career around. She has fearlessly driven strategic changes and many new innovations for the financial services industry including: the mutual fund industry’s first share class of mutual funds, the first series of mutual funds for Retirement Income Distribution, Fidelity’s Personal Investments Review program, the first web-based mutual fund selection tool and the mutual fund industry’s first application of QR codes.
In her current position as Chief Marketing Officer at OppenheimerFunds, Marty plays an expansive marketing role overseeing Business Strategy development, Investment and Retirement Product management, Board Relations, Brand Marketing and Corporate Communications. During her five years at OppenheimerFunds assets have grown from $167B to over $250B. Her accolades include: the Fund Marketer of the Year Award (2010), Top Advertising Campaign by Institutional Investor (2011), and Top 25 Marketer by B to B magazine (2012 and 2013).
Prior to joining OppenheimerFunds, Marty spent 25 years at Fidelity Investments where she held a number of leadership positions in both the Institutional and Retail Distribution companies.
Marty served as Chair of the Board of Regents for Sewanee: The University of the South and was the Chair of the Investment Committee. In addition, she serves on the Board of Trustees and Executive Committee for BPA Worldwide, a consumer and business media audit firm.
Marty resides in New York, NY, and Marblehead, MA, where she and her husband Bill have raised their three children.