Ceo, And Co-Chief Investment Officer
CurrentA boutique, SEC registered investment advisor firm with over half billion in client assets under management.
Nov 2020 - Present
AeroLeads people directory · profile
Martin Palomo Iv Email & Phone Number
CEO, and Co-Chief Investment Officer at Argent Wealth
at
Argent Wealth (formerly Pinnacle Wealth)
1 work email found
@pinntrust.com
4 phones found area 703 and 601
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
CEO, and Co-Chief Investment Officer at Argent Wealth
Location
Jackson, Mississippi, United States
Who is Martin Palomo Iv? Overview
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Quick answer
Martin Palomo Iv is listed as CEO, and Co-Chief Investment Officer at Argent Wealth at Argent Wealth (formerly Pinnacle Wealth), based in Jackson, Mississippi, United States. AeroLeads shows a work email signal at pinntrust.com, phone signal with area code 703, 601, and a matched LinkedIn profile for Martin Palomo Iv.
Martin Palomo Iv previously worked as CEO, and Co-Chief Investment Officer at Argent Wealth (Formerly Pinnacle Wealth) and President and Chief Investment Officer at Pinnacle Trust. Martin Palomo Iv holds Executive Mba, Business Administration And Management, General from Millsaps College.
Company email context
Email format at Argent Wealth (formerly Pinnacle Wealth)
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*@pinntrust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Martin Palomo Iv. Compare company email patterns before reaching out.
Profile bio
About Martin Palomo Iv
Father of 3, husband of 1...4th of his name, Leader of the first men and king of the misfits. Resident High-Fiver. Enthusiastically enjoying midlife while helping citizens of Earth solve problems as it relates business and finances. Serving others to serve myself less...traveling God's nations and building His kingdom. Training to be a Jedi while rejecting the seductive power of the Sith. Exercising my inner child nature. Enjoying the journey and adventure.
Current workplace
Martin Palomo Iv's current company
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Argent Wealth (Formerly Pinnacle Wealth)
AeroLeads page
11 roles
Martin Palomo Iv work experience
A career timeline built from the work history available for this profile.
President And Chief Investment Officer
I bought Pinnacle Wealth from Pinnacle Trust! Boom!!!!
Oct 2020 - Mar 2022
Chief Investment Officer
Jul 2020 - Oct 2020
Senior Investment Officer, Fixed Income & Alternatives At Pinnacle Trust
Jun 2019 - Jul 2020
Senior Vp, Advisor Development | Portfolio Manager, Fixed Income & Alternatives
Resident high-fiver and master of happiness. Continuing to serve clients and the Investment Management Unit. Leading team of advisors and growing the Pinnacle Trust footprint.
Sep 2017 - Jun 2019
Sep 2015 - Aug 2017
Wealth Advisor And Investment Officer
Sep 2013 - Sep 2015
Financial Advisor
Oct 2011 - Sep 2013
Portfolio Manager, Public Equities
Responsible for managing strategies for $12 billion public equities portfolio.
Mar 2010 - Mar 2011
Hedge Fund Analyst
Built a solid record of achievement and advancement through increasing responsibility, managing expectations and excellent client service.Marketable Alternative Asset Analyst (2007 to Present)Manage relationship-consulting team, ensuring production of monthly and quarterly hedge fund performance reports and quantitative and qualitative analytical reports for numerous hedge funds. Lead team in ad hoc projects and delivery of client relationship management techniques. Collaborate with consulting teams to assess individual financial reporting situations and develop strategic planning solutions. Key Accomplishments:Performed analysis on approximately $2 billion of aggregated client assets, and managed 3 of my firm's top 5 clients.Assisted in stream-lining methodologies that reduced recurring process by approximately 40%, facilitating an increase in client capacity manageable by my team.Consistently met established deadlines; achieved respect and confidence for working extra hours to ensure timely completion and delivery of client projects.Recognized for outstanding professional acumen among my superiors for work ethic and tactful de-escalation and resolution of problems or conflicts internal and external to the team.Identified as a diplomatic team leader and team member among superiors, peers, and subordinates; generated monthly and quarterly reports and projects by coordinating team members, with various functional specialties/responsibilities, as a single unit
Sep 2007 - Feb 2010
Financial Consultant
Collaborated with senior consultants and mentors to develop marketing strategies for personal and business financial planning. Created proposals exhibiting extensive detail in investment, retirement and education planning. Developed solid investment knowledge base. Key Accomplishment:Executed strategic sales techniques resulting in a solid account base.
Sep 2006 - Sep 2007
3 education records
Martin Palomo Iv education
Executive Mba, Business Administration And Management, General
Millsaps College
Bba, Finance
Millsaps College
A.A., Chemical Engineering
Holmes Community College
FAQ
Frequently asked questions about Martin Palomo Iv
Quick answers generated from the profile data available on this page.
What company does Martin Palomo Iv work for?
Martin Palomo Iv works for Argent Wealth (formerly Pinnacle Wealth).
What is Martin Palomo Iv's role at Argent Wealth (formerly Pinnacle Wealth)?
Martin Palomo Iv is listed as CEO, and Co-Chief Investment Officer at Argent Wealth at Argent Wealth (formerly Pinnacle Wealth).
What is Martin Palomo Iv's email address?
AeroLeads has found 1 work email signal at @pinntrust.com for Martin Palomo Iv at Argent Wealth (formerly Pinnacle Wealth).
What is Martin Palomo Iv's phone number?
AeroLeads has found 4 phone signal(s) with area code 703, 601 for Martin Palomo Iv at Argent Wealth (formerly Pinnacle Wealth).
Where is Martin Palomo Iv based?
Martin Palomo Iv is based in Jackson, Mississippi, United States while working with Argent Wealth (formerly Pinnacle Wealth).
What companies has Martin Palomo Iv worked for?
Martin Palomo Iv has worked for Argent Wealth (Formerly Pinnacle Wealth), Pinnacle Trust, Edward Jones, Public Employees' Retirement System Of Mississippi, and Cambridge Associates.
How can I contact Martin Palomo Iv?
You can use AeroLeads to view verified contact signals for Martin Palomo Iv at Argent Wealth (formerly Pinnacle Wealth), including work email, phone, and LinkedIn data when available.
What schools did Martin Palomo Iv attend?
Martin Palomo Iv holds Executive Mba, Business Administration And Management, General from Millsaps College.
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