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Mini patrick martin
Martin Investment Management
Evanston, IL

Patrick Martin

AICPA, CFA®, MBA
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Meet Patrick

Introduction - Patrick Martin
Introduction - Patrick Martin
Client Services & Approach - Patrick Martin
Client Services & Approach - Patrick Martin
Video Transcripts

Patrick A. Martin is the founder of Martin Investment Management, LLC and serves as a Managing Director. Mr. Martin received an A.B. from Dartmouth College in 1972 and earned an MBA from the Amos Tuck School at Dartmouth in 1974. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the American Institute of Certified Public Accountants.

Patrick A. Martin is the founder of Martin Investment Management, LLC and serves as a Managing Director. Mr. Martin received an A.B. from Dartmouth College in 1972 and earned an MBA from the Amos Tuck School at Dartmouth in 1974. He holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the American Institute of Certified Public Accountants.

Languages Spoken
French, Other

Services offered

Investment Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CPA - Certified Public Accountant

Memberships

CFA Institute - Chartered Financial Analyst Institute
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
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