Alex Martin, CFA, CFP®, is currently a Partner and Wealth Advisor at Corient, a position they have held since 2023. Prior to this role, Alex served as Vice President, Wealth Advisor at CI Eaton Private Wealth and Eaton Vance WaterOak Advisors, as well as AVP, Equity Research Analyst at Eaton Vance. Alex's educational background includes a degree in Business Management with a concentration in Finance from Babson College, where they graduated in 2008.
Location
Boston, United States
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