Mr. Martin has over 16 years of experience in the independent wealth management sector with deep domain experience operating a national turnkey asset management platform and Registered Investment Advisor. M&A is a specialised focus of Mr. Martin’s in both sell-side and buy-side.
Mr. Martin started his career at Symmetry Partners where he spent 16 years in various roles starting as a Compliance Associate and culminating as President. In 2014, in addition to his duties at Symmetry Partners, he was tasked with launching Apella Wealth which he would grow into a national multi-billion AUM firm ranked as one of the fastest growing U.S. RIAs.
Mr. Martin received his B.A. in Psychology from the University of Richmond and his M.A. in Industrial/Organisational Psychology from the University of New Haven.