Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®

Manager of IMRG and Senior Portfolio Manager

Martin Landry is the manager of the Investment Management Research Group (IMRG) and a senior portfolio manager at 1st Global, where he oversees the planning, execution and success of the IMRG, a role that includes implementing the IMS Select and RMS Select discretionary model portfolios. He began his career at 1st Global in 2010 and previously served as an investment due diligence analyst and a portfolio manager prior to stepping into his current position in 2016.

Martin received his Bachelor of Science degree in communications from Texas A&M University — Commerce and his Master of Business Administration degree in management from the University of Texas at Tyler. After a 14-year career in broadcast television news as a video photojournalist, reporter, editor and producer, Martin was drawn to the financial services industry because of his interest in how the capital markets work and his desire to help others make sensible decisions regarding their savings and investments. He sees the responsibility of his current role as an important and humbling endeavor and appreciates the trust and care it entails.

Before joining 1st Global, Martin gained experience in the industry as a financial consultant at Merrill Lynch, a portfolio manager at Bank of America and as a senior investment analyst at GuideStone Capital Management. He is a member of the CFA Society of Dallas-Fort Worth, the CFA Institute, the CIPM Association, the Investment Management Consultants Association and the Dallas chapter of the Financial Planning Association, and he has passed his FINRA Series 7 and 66 exams.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.


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