Jonathan Martin
Gestionnaire de Portefeuille-Actions chez Steel Grove Capital Advisors LLC
Profil
Mr. Jonathan Martin is a Managing Director & Senior Investment Advisor at Steel Grove Capital Advisors LLC.
He works with Green Square families and private foundations to implement and maintain investment strategies, delivering customized services, reporting and communication based on client needs.
He also organizes new relationships, working with clients to determine suitable asset allocations and ensuring execution.
He joined Green Square in 2016 after working as a Senior Buyer for AMCOR.
Previously, he was with First Tennessee Capital Markets, working as a Vice President, providing fixed income securities to institutional clients and municipalities.
He received both his Bachelor of Accountancy and Masters of Business Administration from the University of Mississippi.
Postes actifs de Jonathan Martin
Sociétés | Poste | Début |
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Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Formation de Jonathan Martin
University of Mississippi | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
Entreprise privées | 1 |
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Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Finance |