

Jonathan Martin
Managing Director & Senior Investment Advisor
Green Square Wealth Management
United States, Tennessee, Memphis
About Me
Mr. Jonathan Martin is a Managing Director & Senior Investment Advisor at Green Square 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 Accou
Profile Information
Managing Director & Senior Investment Advisor
Green Square Wealth Management
Investment Team
Investor
Multi-Family Office
Memphis
Tennessee
United States
May 15, 2024
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