Mr. Martin joined City National Rochdale in 2014. He works with each client’s advisor to develop a customized portfolio based on the client’s investment objective, 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. He worked in a variety of roles at Schwab, including investment research, fund administration, portfolio management, and relationship management. Additionally, Mr. Martin spent time working 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 holds the Chartered Financial Analyst® designation and is a Certified Financial Planner (CFP®).
Mr. Martin is the proud father of four children and during his off-time can often be found coaching a variety of youth sports. He is also a competitive golfer, participating in amateur tournaments hosted by the Northern California Golf Association.
Check the background of registered investment professionals on FINRA's BrokerCheck