Jonathan Martin

Portfolio Manager-Equities at Steel Grove Capital Advisors LLC

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Consumer Services

Profile

Mr. Jonathan Martin is a Managing Director & Senior Investment Advisor at Steel Grove Capital Advisors LLC.
He works with Green Square families and private foundations to implement and maintain investment strategies, delivering customized services, reporting and communication based on client needs.
He also organizes new relationships, working with clients to determine suitable asset allocations and ensuring execution.
He joined Green Square in 2016 after working as a Senior Buyer for AMCOR.
Previously, he was with First Tennessee Capital Markets, working as a Vice President, providing fixed income securities to institutional clients and municipalities.
He received both his Bachelor of Accountancy and Masters of Business Administration from the University of Mississippi.

Jonathan Martin active positions

Companies	Position	Start
Steel Grove Capital Advisors LLC Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.	Portfolio Manager-Equities	2015-12-31

All active positions of Jonathan Martin

Training of Jonathan Martin

University of Mississippi

Masters Business Admin

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Private companies	1
Steel Grove Capital Advisors LLC Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.	Finance