Leadership
Brian Martin, CFP®, CIMA®
Executive Director
Intermediary Platform Sales, National Accounts
Background
Brian R. Martin, CFP®, CIMA®, Executive Director, joined Sterling Capital Management in 2016 and has investment 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 Sterling, 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
Explore
