Joe Martinez, Cfa

Joe Martinez, Cfa Email and Phone Number

Managing Partner, Krilogy @ Krilogy
st. louis, missouri, united states
Joe Martinez, Cfa's Location
Dallas, Texas, United States, United States
Joe Martinez, Cfa's Contact Details
About Joe Martinez, Cfa

20 years in the institutional finance world positioned me to be a trusted fiduciary advisor for clients who want to build and protect wealth. My passion is helping people meet their goals, encouraging people to "seize the day" and pursue their own passions in life. Finances and planning play a crucial role, and at Krilogy we work with clients to do whatever it takes to build and protect wealth.

Joe Martinez, Cfa's Current Company Details
Krilogy

Krilogy

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Managing Partner, Krilogy
st. louis, missouri, united states
Website:
krilogy.com
Employees:
55
Joe Martinez, Cfa Work Experience Details
  • Krilogy
    Managing Partner, Krilogy Texas
    Krilogy Aug 2023 - Present
    Dallas-Fort Worth Metroplex
    At Krilogy our purpose is "to inspire, to serve, and to enrich lives." I joined Krilogy to serve clients at a deep level, and lead a team guided by our 4 values: Dedication, Abundance, Leadership, and Respect. We are relentless in our efforts to help our clients accomplish their goals.
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  • Krilogy
    Investment Committee Member
    Krilogy Aug 2023 - Present
    Dallas, Texas, United States
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  • Phlox Capital Management, Llc
    Managing Partner
    Phlox Capital Management, Llc Jul 2015 - Aug 2023
    Dallas/Fort Worth Area
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  • Texas Capital Bank
    Senior Vice President Of Wealth Management
    Texas Capital Bank 2013 - 2015
    Dallas-Fort Worth Metroplex
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  • Bbva In The Usa
    Senior Vice President Of Wealth Management
    Bbva In The Usa 2010 - 2013
    Dallas-Fort Worth Metroplex
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  • Redwood Capital Finance Company / U.S. Bank
    Director, Real Estate Structured Finance
    Redwood Capital Finance Company / U.S. Bank 2007 - 2010
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  • Societe Generale Corporate And Investment Banking
    Director, Real Estate Finance
    Societe Generale Corporate And Investment Banking 1998 - 2007
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  • Jpmorgan Chase
    Associate, Real Estate Finance
    Jpmorgan Chase 1996 - 1998
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  • Fidelity Investments
    Client Service Representative
    Fidelity Investments 1993 - 1994
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Joe Martinez, Cfa Skills

Investment Management Portfolio Management Wealth Management Fixed Income Equity Research Structured Finance Reit Investment Banking Finance Asset Managment Corporate Finance Distressed Debt Banking Credit Loans Commercial Real Estate Private Equity Capital Markets Underwriting Credit Derivatives Project Finance Real Estate Economics Real Estate Transactions Due Diligence Asset Management Financial Structuring Valuation Alternative Investments Syndications Student Development Commercial Banking Commercial Lending Credit Analysis Financial Risk Asset Allocation Alternative Credit Family Office Institutional Sales Capital Structure Interest Rate Derivatives

Joe Martinez, Cfa Education Details

Frequently Asked Questions about Joe Martinez, Cfa

What company does Joe Martinez, Cfa work for?

Joe Martinez, Cfa works for Krilogy

What is Joe Martinez, Cfa's role at the current company?

Joe Martinez, Cfa's current role is Managing Partner, Krilogy.

What is Joe Martinez, Cfa's email address?

Joe Martinez, Cfa's email address is jo****@****ail.com

What schools did Joe Martinez, Cfa attend?

Joe Martinez, Cfa attended Texas Christian University, University Of Texas At Austin, J. K. Mullen High School.

What skills is Joe Martinez, Cfa known for?

Joe Martinez, Cfa has skills like Investment Management, Portfolio Management, Wealth Management, Fixed Income, Equity Research, Structured Finance, Reit, Investment Banking, Finance, Asset Managment, Corporate Finance, Distressed Debt.

Who are Joe Martinez, Cfa's colleagues?

Joe Martinez, Cfa's colleagues are Will Rowe, Cpfa ™, Morgan Tejcek, Mba, Pat O'brien, Cfp®, Ctfa, Jacob Steingrubey, Cfp®, Brady Kirkpatrick, Jay Logsdon, Nicki Stackelbeck.

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