Mr. Martin joined City National Rochdale in 2014. He partners with each client’s advisor to develop a customized portfolio based on the client’s investment objectives, time horizon, income needs, and risk tolerance. He is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
He began his career as a real estate analyst with Charles Schwab Investment Management, and joined CNR after working in a variety of roles at Schwab, including investment research, fund administration, portfolio management, and relationship management. Additionally, Mr. Martin worked as an analyst for Shareholder Representative Services, assisting venture capital clients with private sale transactions.
Mr. Martin earned his BS in Finance from California Polytechnic State University, San Luis Obispo, as well as his MS in Financial Analysis & Investment Management from St. Mary’s College, where he graduated as Valedictorian. He is also a graduate of The Dale Carnegie Course on Human Relations and Communications. He holds the Chartered Financial Analyst® designation, as well as the Certified Financial PlannerTM and Certified Private Wealth Advisor® certifications. He is a member of the CFA Institute and the CFA Society of Houston.
Mr. Martin enjoys traveling and spending time outdoors with his wife and their four children. He is also a competitive golfer and tennis player, participating in amateur tournaments and leagues hosted by the USGA and USTA.
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