Martin Beaulieu
Chief Executive Officer bij Artivest Holdings, Inc.
Profiel
Martin Eric Beaulieu is currently the Chairman & Chief Executive Officer at Artivest Holdings, Inc. He is also a Director at Strategic Insights, Inc., CircleBlack, Inc., and a member of the Advisory Board at Vestigo Ventures LLC.
In his former positions, Mr. Beaulieu served as the Vice Chairman at Massachusetts Financial Services Co. from 1993 to 2012.
He was also the Chairman at Altegris Advisors LLC from 2018 to 2021 and the Head of Retail at BlackRock Advisors LLC from 2012 to 2015.
Mr. Beaulieu obtained his undergraduate degree from Santa Clara University in 1980.
Actieve functies van Martin Beaulieu
Bedrijven | Functie | Begin |
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Strategic Insights, Inc.
Strategic Insights, Inc. Data Processing ServicesTechnology Services Strategic Insights, Inc. provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. It delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement. The company was founded on April 24, 1989 and is headquartered in New York, NY. | Director/Board Member | 15-12-2017 |
Artivest Holdings, Inc.
Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Chief Executive Officer | 14-08-2019 |
CircleBlack, Inc.
CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ. | Director/Board Member | 07-05-2019 |
Vestigo Ventures LLC
Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Consultant / Advisor | - |
Eerdere bekende functies van Martin Beaulieu
Bedrijven | Functie | Einde |
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Altegris Advisors LLC
Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Chief Executive Officer | 01-06-2018 |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 31-10-2015 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 30-06-2012 |
Opleiding van Martin Beaulieu
Santa Clara University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 7 |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Altegris Advisors LLC
Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Finance |
Strategic Insights, Inc.
Strategic Insights, Inc. Data Processing ServicesTechnology Services Strategic Insights, Inc. provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. It delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement. The company was founded on April 24, 1989 and is headquartered in New York, NY. | Technology Services |
Artivest Holdings, Inc.
Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Technology Services |
CircleBlack, Inc.
CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ. | Technology Services |
Vestigo Ventures LLC
Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Finance |