Martin Tarlie Email and Phone Number
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.
Nebo Wealth
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Product LeadNebo Wealth Jan 2024 - PresentBoston, Massachusetts, UsNebo 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 -
Product Lead | Nebo By GmoGmo Jun 2018 - PresentBoston, Massachusetts, UsFor 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.” -
Managing DirectorQma Jul 2014 - Mar 2018Newark, Nj, Us -
ResearchGmo 2007 - 2014Boston, Massachusetts, Us
Martin Tarlie Education Details
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The University Of Chicago Booth School Of BusinessAccounting And Finance -
University Of Illinois Urbana-ChampaignTheoretical Condensed Matter Physics -
University Of MichiganMathematics
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.
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