Martin Anthony Wildy
Oprichter bij Investment Research Partners LLC
Profiel
Mr. Wildy is a co-founder of Investment Research Partners and has over 19 years of direct investment experience.
Martin holds a bachelor’s degree in Finance from the Pennsylvania State University and has held the Chartered Financial Analyst (CFA) designation since 2003.
He is an active volunteer and consultant with the CFA Institute, supporting the CFA examination and grading functions.
He has also been an author and contributor to the CFA digest publication.
Martin resides in State College, PA with his wife and two children.
He sits on the board and investment committee of two preservation focused non-profits and is the head basketball coach for the Special Olympics program in Centre County.
Prior to co-founding Investment Research Partners, Martin oversaw three income- and dividend-focused portfolios for Eventide Asset Management, a mutual fund manager in Boston, MA.
While with Eventide, he was also involved in building and managing an equity income model portfolio and a multi-asset class strategy for a large foundation.
In addition to portfolio management responsibilities, he worked directly on researching companies and presenting investment ideas to the broader Eventide team.
Martin has spoken before numerous conferences on sustainable investing and on investment opportunities within the renewable energy industry.
Prior to joining Eventide, Martin was a Senior Portfolio Manager with Aris Wealth Services, which is currently a division of AssetMark, Inc., where he worked from 2006 to 2014.
At Aris, he was involved in the design, launch, and management of a number of investment strategies including those in the sustainable investing and multi-asset income categories.
He also performed macro research that helped to inform the overall portfolio allocations for the firm.
Prior to Aris, he was an equity analyst at 1620 Investment Advisors, Inc.
Actieve functies van Martin Anthony Wildy
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Investment Research Partners LLC
Investment Research Partners LLC Investment ManagersFinance Investment Research Partners LLC (IRP) is an independent, SEC-registered investment advisor headquartered in Lemont, Pennsylvania. The firm was founded by Martin Wildy in 2019. IRP provides well researched investment advisory services to a diverse range of client firms, both big and small. | Oprichter | 01-06-2019 |
Eerdere bekende functies van Martin Anthony Wildy
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Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Founded in 1993, Aris Wealth Services, Inc. is a registered investment advisor located in State College, Pennsylvania. The firm is a subsidiary of Aris Corp. of America, Inc. and their ultimate parent is AqGen Liberty Holdings LLC. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Analyst-Equity | 01-09-2006 |
Opleiding van Martin Anthony Wildy
The Pennsylvania State University | Undergraduate Degree |
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Eventide Asset Management LLC
Eventide Asset Management LLC Investment ManagersFinance Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors. | Finance |
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Founded in 1993, Aris Wealth Services, Inc. is a registered investment advisor located in State College, Pennsylvania. The firm is a subsidiary of Aris Corp. of America, Inc. and their ultimate parent is AqGen Liberty Holdings LLC. | Finance |
1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Finance |
Investment Research Partners LLC
Investment Research Partners LLC Investment ManagersFinance Investment Research Partners LLC (IRP) is an independent, SEC-registered investment advisor headquartered in Lemont, Pennsylvania. The firm was founded by Martin Wildy in 2019. IRP provides well researched investment advisory services to a diverse range of client firms, both big and small. | Finance |