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1240 Winnowing Wy., Mount Pleasant, SC 29466
1240 Winnowing Way Mount Pleasant SC 29466 US

Paul Martin began his career with Morgan Stanley Global Wealth Management in 2005, spending his first seven years with Morgan Stanley and Bank of America in New York. His primary focus during this time included the execution of stock options and restricted stock (10b5-1 and rule 144 filings) with emphasis on re-investment into fixed income. His responsibilities also included the management of fixed income and equity syndicate offerings.

Mr. Martin collaborated directly with capital markets and institutional trading desks regarding liquidity, execution, trade reconciliation with contra firms and third party clearance.

In 2011, Mr. Martin founded Martin Capital LLC, a NY-based RIA. Also that year he advised on and Co-founded Dominion Capital Hedge Fund with an emphasis on syndicate related products in new issue and secondary issue equities and fixed income. He generated and maintained relationships with more than 20 financial firms as trading partners including retail, middle markets and institutional desks. Mr. Martin implemented platform solutions for both trading and operations. All prime broker/custody and clearing negotiations and margin deliberation and management fell under this responsibility.

These financial entrepreneurial endeavors have given Mr. Martin the insight and experience necessary to navigate and solve complex capital market issues.

Mr. Martin exhibits an unusual degree of financial industry knowledge and technical expertise acquired in the process of researching and making infrastructure choices, involved in supporting an array of investment strategies. His Senior Financial Services experience in Retail Capital Markets Sales and institutional trading has led to the creation of a full service fixed income trading desk. He maintains a keen understanding of how operational issues impact a client’s experience and a substantive background in the establishment of registered investment advisory practices, broker/dealers, and hedge funds. Instrumental in assisting Advisors and brokers streamline operational procedures he works to develop turnkey client solutions. Mr. Martin exhibits critical thinking that draws on current/relevant market conditions and commercial viability to develop and implement practical solutions to complex business issues. Mr. Martin has formulated a long-term vision and the detailed plan necessary to make that vision a reality. Highly regarded by peers as an assembler of virtual teams with varied skills and by staff as a mentor.

He currently holds FINRA Series 7, 63 and 65 licenses.

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