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Collin Daniel Martin
Analyst-Equity chez
Cetera Investment Management LLC
Profil
Mr. Collin D.
Martin, CFA, is a Senior Investment Analyst at Cetera Investment Management LLC.
He is primarily responsible for providing portfolio construction guidance for Cetera Investment Management’s asset allocation models.
Additional responsibilities include generating research and quantitative analysis on the economy and global capital markets that contribute to the team’s market outlook, publications, and tactical positioning within the firm’s asset allocation solutions.
He has more than 10 years of experience in the financial services industry.
Prior to his current role, Mr. Martin worked in portfolio management for First Allied Asset Management, where he created and managed customized portfolios for the Private Client Services advisory program.
He also worked in Quality Assurance, focusing on operational analysis and developing profitability models for First Allied Securities.
He graduated cum laude from the Max M.
Fisher College of Business at The Ohio State University and earned the Chartered Financial Analyst® (CFA) designation.
He also holds the Series 65 registration.
Postes actifs de Collin Daniel Martin
| Sociétés | Poste | Début |
|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Analyst-Equity | - |
Anciens postes connus de Collin Daniel Martin
| Sociétés | Poste | Fin |
|---|---|---|
First Allied Asset Management, Inc.
 First Allied Asset Management, Inc. Investment ManagersFinance First Allied Asset Management (FAAM) seeks to deliver to their clients as stable an excess return as possible, striving to produce superior capital appreciation while reducing risk. While the firm's portfolio managers employ a variety of techniques to quantify and limit short and intermediate-term market volatility, the full scope of FAAM's investment methodology is multi-disciplinary, applying systematic risk management to global macro expertise, and also leveraging proprietary quantitative techniques, technical analysis and fundamental evaluations. | Gestionnaire de Portefeuille-Actions | 30/10/2015 |
Formation de Collin Daniel Martin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance First Allied Asset Management (FAAM) seeks to deliver to their clients as stable an excess return as possible, striving to produce superior capital appreciation while reducing risk. While the firm's portfolio managers employ a variety of techniques to quantify and limit short and intermediate-term market volatility, the full scope of FAAM's investment methodology is multi-disciplinary, applying systematic risk management to global macro expertise, and also leveraging proprietary quantitative techniques, technical analysis and fundamental evaluations. | Finance |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Tower Square Investment Management Tower Square Investment Management (TSIM) creates, manages, rebalances and reallocates portfolios that consist of but are not limited to stocks, bonds, mutual funds, options, ETFs, closed-end funds, and ADRs. The firm's management style is based on their attitude toward risk management. TSIM seeks to protect their clients' investments and help them grow more effectively. Their goal is to lose less in a “down” market, but this typically means they will not gain as much in an “up” market. TSIM believes that markets change over time. The firm actively researches market movement and adjusts their strategies accordingly. Their diverse strategies give clients access to invest in a variety of asset classes. TSIM's approach allows them to change weightings across industries as they see fit. | Finance |
