Chris Martin
Analyst-Equity at Pathstone Family Office LLC
Profile
Mr. Christopher J.
Martin is a Director at Pathstone Family Office LLC.
Mr. Martin is responsible for managing the day-to-day due diligence and selection of alternative investment strategies and investment managers for the firm’s clients.
He is a member of the firm’s Chief Investment Office and a voting member of the Investment Committee.
Previously, Mr. Martin served as a Research Associate at Federal Street Advisors where he was responsible for information gathering and analysis of current and potential investment managers.
Prior to that, he worked at State Street Global Markets and Fidelity Investments, gaining a broad background in equity trading operations and research.
Mr. Martin earned a Bachelor of Science degree in Business Administration with a concentration in finance from Boston University.
He also holds the Chartered Financial Analyst designation from the CFA Institute, the Chartered Alternative Investment Analyst designation from the CAIA Association, and is a member of the CFA Society Boston.
Chris Martin active positions
Companies | Position | Start |
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Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Analyst-Equity | 2016-01-03 |
Former positions of Chris Martin
Companies | Position | End |
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Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Analyst-Equity | 2016-01-03 |
Coburn & Meredith, Inc.
Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Corporate Officer/Principal | - |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Corporate Officer/Principal | - |
Training of Chris Martin
Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Coburn & Meredith, Inc.
Coburn & Meredith, Inc. Investment Banks/BrokersFinance Founded in 1934, Coburn & Meredith, Inc. is a broker-dealer located in Simsbury, Connecticut. The firm clears through Pershing LLC, a division of the Bank of New York. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Coburn & Meredith is a member of the SIPC and FINRA | Finance |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
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