Martin Shore, Cfa, Cfp®

Martin Shore, Cfa, Cfp® Email and Phone Number

Personal CFO at Single Point Partners @ Single Point Partners
boston, massachusetts, united states
Martin Shore, Cfa, Cfp®'s Location
Brookline, Massachusetts, United States, United States
Martin Shore, Cfa, Cfp®'s Contact Details

Martin Shore, Cfa, Cfp® work email

Martin Shore, Cfa, Cfp® personal email

n/a
About Martin Shore, Cfa, Cfp®

Single Point was founded for families who strive to make decisions that are better than “good enough”. We provide context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.

Martin Shore, Cfa, Cfp®'s Current Company Details
Single Point Partners

Single Point Partners

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Personal CFO at Single Point Partners
boston, massachusetts, united states
Website:
spcfo.com
Employees:
9
Martin Shore, Cfa, Cfp® Work Experience Details
  • Single Point Partners
    Personal Cfo
    Single Point Partners Jan 2019 - Present
    Boston, Ma
    View
  • Fidelity Investments
    Vp, Investment Management R&D
    Fidelity Investments Jan 2006 - Dec 2017
    Greater Boston Area
    - Leadership role in scaling Fidelity's world-class tax-sensitive, personalized managed account business- Conduct investment management R&D for new products- Design and launch equity income, tax managed equity index, and municipal bond separately managed accounts
    View
  • Fidelity Investments
    Principal Quantitative Analyst
    Fidelity Investments Jan 2011 - Dec 2012
    Greater Boston Area
    - Conduct investment management R&D: analyze potential product design trade-offs, construct and backtest portfolios for personalization options- Help design and migrate to an automated portfolio construction platform flexible enough to handle additional products and investment functionality
    View
  • Fidelity Investments
    Vp, Director Of Investment Management
    Fidelity Investments 2003 - 2006
    Greater Boston Area
    - Provide customized tax-sensitive investment management for Fidelity's unified managed accounts- Responsible for overall investment management process and team of investment managers- Implemented process and platform improvements
    View
  • Fidelity Investments
    Svp, Fidelity Consulting
    Fidelity Investments 1999 - 2003
    Greater Boston Area
    - Provide management consulting advice and analysis to senior management of Fidelity's business units- One of five members of Fidelity Consulting's management staff- Set the organization's strategy, lead execution of projects, and manage a group of consultants
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  • Csc
    Partner, Strategic Consulting Group
    Csc 1990 - 1999
    Greater Boston Area
    Deliver advice, oversee quality of outputs, lead teams, manage client relationships, and develop staff
    View

Martin Shore, Cfa, Cfp® Education Details

Frequently Asked Questions about Martin Shore, Cfa, Cfp®

What company does Martin Shore, Cfa, Cfp® work for?

Martin Shore, Cfa, Cfp® works for Single Point Partners

What is Martin Shore, Cfa, Cfp®'s role at the current company?

Martin Shore, Cfa, Cfp®'s current role is Personal CFO at Single Point Partners.

What is Martin Shore, Cfa, Cfp®'s email address?

Martin Shore, Cfa, Cfp®'s email address is ma****@****cfo.com

What schools did Martin Shore, Cfa, Cfp® attend?

Martin Shore, Cfa, Cfp® attended University Of Virginia - Darden Graduate School Of Business Administration, Wesleyan University, Boston University.

Who are Martin Shore, Cfa, Cfp®'s colleagues?

Martin Shore, Cfa, Cfp®'s colleagues are Susan Snyder, Joshua Sedlecky, Abraham Kirby-Galen, Cfp®, Ea, Meghan Dwyer, Cfp®, Cdfa®, Leah Warren, Cfp®, Janee Merritt, Claire Hawkes, Cfp®.

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