Martin Standish, M.B.A., CFA®, CFP®, CAIA
Senior Portfolio Manager
Mr. Standish joined Towneley in 2019 as a lead advisor, collaborating with the team in all aspects of portfolio management, financial planning, client servicing, and business development. His extensive experience in the wealth management and banking industry brings a broad perspective when developing solutions for the complexities of personal, business, and family finances. He specializes in advanced investment analysis and applies his knowledge and skills in delivering Towneley’s investment advice to our clients.
Background
Mr. Standish has over 30 years of institutional and private wealth management experience. Prior to joining Towneley, he provided holistic investment management to high net worth families, foundations and endowments at firms such as Macquarie Asset Management, Morgan Stanley and Union Bank. He is a CFA charterholder and holds a Certificate in ESG Investing (CFA® Program), a CERTIFIED FINANCIAL PLANNER™, and a CAIA charterholder.