Scott David Martin
Chief Investment Officer bij Kingsview Wealth Management LLC
Profiel
Mr. Scott D.
Martin is a Chief Investment Officer at Kingsview Wealth Management LLC.
He also serves as Contributor to the Fox News Channel and to The Futures Institute at the Chicago Mercantile Exchange (CME).
Prior to Kingsview Wealth Management, Mr. Martin was Chief Market Strategist at United Advisors, LLC, a wealth management firm based in New York City where he was Co-Chairman of the firm’s investment committee and was responsible for portfolio strategy that was utilized with both firm and third party clients.
He began his career at Astor Asset Management in Chicago, where he was Co-Portfolio Manager on all of Astor’s ETF-based separate account programs.
Mr. Martin received his BA degree double major in Economics and French from Denison University.
He has also attained the CIMA designation offered through the Investments and Wealth Institute.
Actieve functies van Scott David Martin
| Bedrijven | Functie | Begin |
|---|---|---|
Kingsview Wealth Management LLC
 Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses. | Chief Investment Officer | 01-06-2016 |
Eerdere bekende functies van Scott David Martin
| Bedrijven | Functie | Einde |
|---|---|---|
Astor Asset Management LLC
 Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Portefeuillebeheerder-Aandelen | 01-01-2012 |
TD Waterhouse Group, Inc.
 TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Corporate Officer/Principal | - |
Opleiding van Scott David Martin
| Denison University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Astor Asset Management LLC
Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm. | Finance |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Finance |
Kingsview Wealth Management LLC
Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses. | Finance |
