Joe A. Martin
Geen lopende functies
Profiel
Mr. Martin is a professional team at the Golub Group.
He began his career in 1997 at Hoefer and Arnett Inc., where he worked with Michael and Colin providing client service for over 200 clients with assets of $180 million under management.
Mr. Martin received his Bachelor of Arts in Psychology from the University of California, Los Angeles while he worked full-time as a retail manager for Starbucks Coffee.
He is a student in the College for Financial Planning and is currently enrolled in its Certified Financial Planner program.
Eerdere bekende functies van Joe A. Martin
| Bedrijven | Functie | Einde |
|---|---|---|
| Hoefer & Arnett, Inc. | Corporate Officer/Principal | - |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Head-Equity Investments | 09-12-2010 |
Opleiding van Joe A. Martin
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
| Hoefer & Arnett, Inc. | Finance |
