Brian Gregory Martin
Gestore di Portafoglio-Azioni presso Accredited Investors, Inc.
Profilo
Mr. Brian G.
Martin is a Managing Partner & Shareholder at Accredited Investors, Inc. He oversees Accredited’s day-to-day business operations as well the firm’s strategic planning.
He also leads client relationships and has expertise in executive compensation and helping families manage complex estates and multi-generational planning strategies.
He received his undergraduate degree from Hamline University.
Posizioni attive di Brian Gregory Martin
Società | Posizione | Inizio |
---|---|---|
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Gestore di Portafoglio-Azioni | 01/02/2010 |
Formazione di Brian Gregory Martin
Hamline University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
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- Brian Gregory Martin