Craig N. Martin, Jr., Cfa Email & Phone Number

Nashville, Tennessee, United States

Baltimore, Maryland

• Manages the daily operational oversight of the Private Client business
• Partners with the key business stakeholders to implement strategic initiatives aimed at improving the client experience and/or internal efficiencies.
• Develops long term business plans including growth assumptions, hiring plans and revenue/cost increases guiding business operations and growth decisions through market cycles as well as capital infusions/outside.
• Provides high level strategic oversight of business financial performance and review of asset, revenue, expense and margin targets with key business partners on a regular basis.
• Executes budget oversight and final approval of spending decisions for a multi hundred-million-dollar revenue stream.
• Directly supervises a team of six individuals who support the daily operations across multiple functional units.

Baltimore, Maryland

• Provided oversight and development of client portfolios via investment selection and asset allocation.
• Executed transactions in client portfolios implementing trades to conform to recommended allocations.
• Generated content for client meetings related to state of client portfolios and economic outlook infusing discussion on underlying investment performance to macroeconomic views.
• Developed prospecting materials and presented analysis results to potential clients.
• Created analysis of overall Private Client business financial results process improvements.
• Reported directly to the Head of Private Client, responsible for developing management reporting or conducting business analysis in directed areas of focus.

• Managed the Client Performance Reporting team, including handling escalations from team members, communication of team progress to firm management, and monitoring of employee productivity
• Guided the growth of the Client Performance Reporting team from a team of 5 to a 13 due to growth in firm size and volume requirements and assumption of new and critical firm tasks.
• Provided oversight and management of Alternative Asset maintenance and analysis, Institutional client reporting, Ultra-High Net Worth custom reporting and relationship maintenance.
• Implemented strategic planning, launching and testing of various large scale firm projects.
• Developed and presented strategic plans for guiding the reporting team in the next stages of group development, including employment forecasting, ROI analysis, project and timeline planning.
• Selected as the Chairman of the firm Pricing Committee which entailed running regularly scheduled meetings, devising proposals for the pricing of new and unique firm products.

• Increased the accuracy of client reports through the implementation of controls and data checks.
• Developed a new performance data structure and reporting style to best serve the client’s needs.
• Managed the analysis of performance for portfolio level and individual security level across several asset classes including equities, fixed income, commodities and alternative assets.
• Utilized analytical abilities to research, analyze, explain, and troubleshoot client performance on an individual portfolio, portfolio group, and strategy level.
• Created management level reporting on client assets combining large data files from multiple sources and filtering through a Microsoft Access database.
• Managed the training, development and growth of new Client Performance Reporting hires.