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 Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Analyst-Equity | - |
Anciens postes connus de Collin Daniel Martin
| Sociétés | Poste | Fin |
|---|---|---|
First Allied Asset Management, Inc.
 First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Gestionnaire de Portefeuille-Actions | 30/10/2015 |
Formation de Collin Daniel Martin
| The Ohio State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Finance |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |
