Daryl Martin MBA, CFA brings over 20 years of experience in the financial services industry, with a specialized focus on Private Wealth.
He began his career in investment management as an Analyst and later became a Portfolio Manager at a boutique high-net-worth (HNW) private investment counsel firm in Toronto. There, he was responsible for identifying compelling investment opportunities within a risk/return framework.
In 2013, Daryl moved to work more closely with HNW Private Wealth advisors, ensuring that investment strategies aligned with their clients’ broader wealth planning objectives.
Most recently, Daryl lived offshore, where he worked with some of Bermuda’s - and the world’s - most affluent families.
Daryl earned an MBA from the Ivey Business School at Western University, where he graduated as an Ivey Scholar. He has a Bachelor of Arts (Economics and Psychology) from the University of Victoria, where he was also a member of the rowing team. Daryl has been a Chartered Financial Analyst (CFA) Charterholder since 2006.
Daryl has lived in several countries including Saudi Arabia, Papua New Guinea, Bermuda and Canada. An avid traveler to this day, Daryl’s international experience helps him keep an open mind and global perspective.
He currently resides in London with his wife, two daughters, and the cutest dog you’ve ever seen.