Profil
Prior to forming The Sawyer Martin Group at Baird, Mr. Martin served as a Senior Investment Management Consultant with Consulting Group/Smith Barney.
He was a partner in a 10-person New York-based practice that advised over $2 billion in institutional and ultra-high-net-worth assets, including over $300 million in alternative investments (primarily hedge fund strategies and private equities).
Mr. Martin was the lead consultant on 12 relationships representing $1.1 billion in assets.
The team’s endowment/foundation clients consistently ranked among the top quartile performers in the Wilshire Associates Universe.
In 2004, the team was recognized by Barron's, Research Magazine and Registered Rep Magazine as one of the best wealth advisory groups in the USA.
Mr. Martin received his M.B.A.
in Economics from The University of Chicago Graduate School of Business and B.A.
in Economics & Business from Wheaton College (Illinois).
Anciens postes connus de John R. Martin
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Gestionnaire de Portefeuille-Actions | 31/03/2009 |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Smith Barney Asset Management | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
