Martin Tarlie

Martin Tarlie Email and Phone Number

Asset Allocator | Portfolio Designer | Wealth Tech Entrepeneur | Systems Builder | Baseball Dad @ Nebo Wealth
Martin Tarlie's Location
Boston, Massachusetts, United States, United States
About Martin Tarlie

I am passionate about building systems based on thinking about problems from first principles. For the past decade, this passion has manifested in the building of a new wealth tech platform - www.nebo-gmo.com - based on the big idea that risk is not volatility. Instead, defining risk as "not having what you need, when you need it” challenges the status quo, a common occurrence when starting from first principles, and opens the door to Needs-Based Allocation, a new branch of Asset Allocation.The thoughts and opinions expressed herein belong to the author and do not necessarily reflect those of GMO or any of its affiliates. Please note that that communications sent through this platform may be archived by my employer.

Martin Tarlie's Current Company Details
Nebo Wealth

Nebo Wealth

View
Asset Allocator | Portfolio Designer | Wealth Tech Entrepeneur | Systems Builder | Baseball Dad
Martin Tarlie Work Experience Details
  • Nebo Wealth
    Product Lead
    Nebo Wealth Jan 2024 - Present
    Boston, Massachusetts, Us
    Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.At the heart of Nebo Wealth is a differentiated approach to portfolio construction. Going well beyond simple risk scores, our proprietary process takes a far more comprehensive approach, designed to minimize the risk that matters most to clients - not having what they need when they need it. The result? Personalized portfolios with just a few clicks that are 100% in sync with your clients’ financial goals and objectives. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. The perfect fit portfolio for each client. See how Nebo Wealth can help you create personalized portfolios at scale. Schedule a demo today at nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC.Websitehttps://www.nebowealth.com
  • Gmo
    Product Lead | Nebo By Gmo
    Gmo Jun 2018 - Present
    Boston, Massachusetts, Us
    For the past decade, been building Nebo, a fintech platform that operationalizes a new approach to asset allocation and personalized portfolio design. Nebo empowers financial professionals to deliver highly tailored investment solutions for every client based on the big idea that risk — rather than volatility as in the prevailing paradigm — is “not having what you need, when you need it.”
  • Qma
    Managing Director
    Qma Jul 2014 - Mar 2018
    Newark, Nj, Us
  • Gmo
    Research
    Gmo 2007 - 2014
    Boston, Massachusetts, Us

Martin Tarlie Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Accounting And Finance
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Theoretical Condensed Matter Physics
  • University Of Michigan
    University Of Michigan
    Mathematics

Frequently Asked Questions about Martin Tarlie

What company does Martin Tarlie work for?

Martin Tarlie works for Nebo Wealth

What is Martin Tarlie's role at the current company?

Martin Tarlie's current role is Asset Allocator | Portfolio Designer | Wealth Tech Entrepeneur | Systems Builder | Baseball Dad.

What schools did Martin Tarlie attend?

Martin Tarlie attended The University Of Chicago Booth School Of Business, University Of Illinois Urbana-Champaign, University Of Michigan.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.