Profiel
Mr. David K.
Martin is an Owner at MB Generational Wealth LLC.
Mr. Martin began his career in 1994 and spent his early years in private client services at Wachovia, Smith Barney and UBS (PaineWebber).
In 2002, Dave co-founded Martin Investment Group (MIG), a predecessor company which merged with Summit Capital in 2006.
He spent 10 years there as a partner until Summit Capital merged with Merriman Wealth Management in 2016.
Dave led the strategic business development efforts in Merriman’s Spokane office.
He received his Bachelor of Arts in Accounting from Gonzaga University in 1994.
Actieve functies van David Kohl Martin
| Bedrijven | Functie | Begin |
|---|
Eerdere bekende functies van David Kohl Martin
| Bedrijven | Functie | Einde |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Corporate Officer/Principal | 01-10-2023 |
| Paine Webber, Inc. (New York) | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Summit Capital Management LLC
 Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Verkoop & Marketing | - |
Opleiding van David Kohl Martin
| Gonzaga University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
| Smith Barney Asset Management | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Paine Webber, Inc. (New York) | |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
