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    James Martin

    Managing Partner / Senior PIM Portfolio Manager at Transitions Wealth Management

    James Martin is an accomplished investor and wealth manager at Personal Capital. With a Master's degree in Business Administration and Management, along with an Undergraduate degree in International Business, both from prestigious universities, he has built a career focused on fostering innovation and growth. In his professional journey, James has served in senior advisory and leadership roles in several organizations, including Raven.ai, Angels Partners, Kinian Medical, Pillsman Partners, and Keiretsu Forum, among others.

    As an active seed-stage investor, James has provided funding, advice, and connections to about 10-20 early-stage companies annually. His in-depth knowledge of investment strategies, financial management, and intricate market trends has helped several startups grow into successful businesses. He is also passionate about supporting social impact initiatives and served on the board of Opportunity International.

    James honed his skills at industry giants like PayPal, Goldman Sachs, and Apple, where he served in senior leadership positions. With decades of experience in operations management, stockbroking, and investor relations, he offers exceptional expertise to early-stage companies with his vast network of industry connections, insightful mentorship, and financial support.

    Related Questions

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    James Martin
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    Experience

    Managing Partner / Senior PIM Portfolio Manager at Transitions Wealth Management (June 2016 - Present)
    Senior Vice-President / Portfolio Manager at Morgan Stanley (March 2009 - June 2016), Senior Vice President - Investments at Wells Fargo Advisors and Predecessor Firms (January 1994 - March 2009)

    Education

    Business Administration at University of Central Arkansas (1984 - 1989)

    Location

    San Francisco, California, United States