Martin Wildy, CFA
As a founding member of Investment Research Partners, a sub-advisor to Compass, Martin brings nearly 20 years of experience in the financial services industry. Prior to working with the Boston Team, Martin oversaw three income and dividend-focused portfolios for Eventide Asset Management, a mutual fund manager in Boston, MA.
Martin earned the Chartered Financial Analyst (CFA) designation in 2003 and has been an active volunteer with the CFA Institute for the past ten years. In addition, he has been an author and contributor to the CFA digest publication. Martin leverages his investment expertise to assist with due diligence, portfolio construction and portfolio management. He works with team members and clients to tailor investment recommendations based on their unique circumstances and objectives.
Martin A. Wildy is registered as an Investment Advisor Representative affiliated with Investment Research Partners, LLC. Investment Research Partners, LLC has been contracted by Compass Investments, LLC to provide sub-advisory services to Compass Investments, LLC. Mr. Wildy is not an Investment Adviser Representative of Compass Investments, LLC.