Jonathan Martin
Gestor de Cartera-Acciones en Steel Grove Capital Advisors LLC .
Perfil
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.
Cargos activos de Jonathan Martin
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/01/2016 |
Formación de Jonathan Martin.
| University of Mississippi | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 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 |
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