James Martin Email & Phone Number
Partner and Private Wealth Advisor at IronBridge Wealth Counsel @ IronBridge Wealth Counsel, LLC
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James Martin Location
- Hartford, CT, US
James Martin Work
- Partner and Private Wealth Advisor at IronBridge Wealth Counsel @ (July 1999 - Present)
- Sr. Vice President @ Fleet Financial Group (July 1987 - June 1999)
James Martin Education
- RPI Lally School of Management
MBA (Financial Services)
1987-1990 - Bryant University 1981-1985
- Canton High School
James Martin Skills
- Wealth
- Risk Management
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Retirement Planning
- Management
- Investments
- Asset Allocation
- Banking
- Daily Operations
- Operations
- Planners
James Martin Summary
- James Martin, based in Hartford, CT, US, is currently a Partner and Private Wealth Advisor at IronBridge Wealth Counsel at IronBridge Wealth Counsel, LLC. James Martin brings experience from previous roles at Fleet Financial Group. James Martin holds a 1987 - 1990 MBA in Financial Services @ RPI Lally School of Management. With a robust skill set that includes Wealth, Risk Management, Estate Planning, Strategic Financial Planning, Wealth Management and more. James Martin has 2 emails on RocketReach.
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