Martin (in the financial industry since 1996) brings extensive experience in portfolio management and holistic client advisory. He is a internationally recognized expert (quoted in various business magazines incl. POLITICO), publisher, chief editor and speaker in ETFs and Structured Products related topics too.
His career spans two continents and includes work for firms in the U.S., Switzerland and his native Germany. Martin is covering the German Mittelstand in North America and U.S. Upper Middle Class individuals & HNWI families – his focus is to empower and enrich his clients financial horizon by choosing the "right", smart investments not the most obvious or ordinary. Also, he is always open to advise on complex situations and cross-border topics.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Office | Zurich, | Aug 2018 - Current | 5 |
| Sugarwood Financial | Naples, FL | Mar 2015 - Current | 9 |
| Derivative Partners Ag | Zurich, | Apr 2010 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts2ACCOUNTS
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Average Account Value$226,705
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NC
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