Martin Palomo
- Role
- President, CEO, and Co-chief Investment Officer at Argent Wealth Formerly Pinnacle Wealth
- Location
- Jackson, MS, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Martin Palomo
Father of 3, husband of 1.4th of his name, Leader of the first men and king of the…
Experience
President, CEO, and Co-chief Investment Officer
Argent Wealth Formerly Pinnacle Wealth
Nov 2020 — Present
A boutique, SEC registered investment advisor firm with over half billion in client assets under management.
Education
Millsaps College
BBA, Finance
2004 — 2006
Holmes Community College
A.A., Chemical Engineering
2002 — 2004
Millsaps College
Executive MBA, Business Administration and Management, General
2017 — 2019
Skills
- Strategic Financial Planning
- Due Diligence
- Mutual Funds
- Investments
- Financial Analysis
- Bloomberg
- Hedge Funds
- Wealth Management
- Series 63
- Options
- Private Equity
- Investment Strategies
- Series 7
- Fixed Income
- Risk Management
- Equity Valuation
- Valuation
- Equities
- Derivatives
- Equity Research
- Financial Reporting
- Venture Capital
- Asset Allocation
- Leadership
- Portfolio Management
- Insurance
- Financial Modeling
- Financial Planning
- Asset Managment
- Financial Services
- Securities
- Asset Management
- Investment Advisory
- Alternative Investments
- Economics
- Emerging Markets
- Retirement Planning
- Institutional Investments
- Investment Management
- Etfs
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