Brian Martin, CFP^®, CIMA^®

Background

Brian Martin, CFP^®, CIMA^®, Executive Director, joined SCM in 2016 and has industry experience since 2001. Brian works in intermediary platform sales and national accounts and is responsible for developing key account relationships between independent broker dealers and the firm. Prior to joining SCM, he worked as a regional consultant with Columbia-Threadneedle Investments. Brian received his B.A. in Government and International Studies from the University of South Carolina and his M.B.A. from the University of Massachusetts - Amherst. He holds the Certified Financial Planner^® and Certified Investment Management Analyst^® designations.

Area of Focus

• National Accounts
• Intermediary platform sales

Previous Experience

• Columbia Threadneedle Investments, Inc
• Merrill Lynch

Education

• MBA – University of Massachussets – Amherst
• BA – University of South Carolina

Affiliations & Professional Licenses

• Certified Financial Planner^®
• Investment Management Consultants Association