Joe Martinez

Joe Martinez, CFA, is a seasoned finance professional currently serving as the Managing Partner at Krilogy, a position he has held since August 2023. His extensive career spans over 20 years in institutional finance, where he has developed expertise as a fiduciary advisor, focusing on helping clients build and protect their wealth. At Krilogy, he leads with values of dedication, abundance, leadership, and respect, aiming to inspire and enrich the lives of his clients.1

Professional Background::

• Managing Partner, Krilogy (August 2023 - Present)
• Managing Partner, Phlox Capital Management, LLC (July 2015 - August 2023)
• Senior Vice President of Wealth Management, Texas Capital Bank (2013 - 2015)
• Senior Vice President of Wealth Management, BBVA in the USA (2010 - 2013)
• Director of Real Estate Structured Finance, Redwood Capital Finance Company / U.S. Bank (2007 - 2010)
• Director of Real Estate Finance, Societe Generale Corporate and Investment Banking (1998 - 2007)
• Associate of Real Estate Finance, JPMorgan Chase (1996 - 1998)
• Client Service Representative, Fidelity Investments (1993 - 1994)

Education::

• MBA from the University of Texas at Austin
• Bachelor of Arts from Texas Christian University

Certifications::

• Chartered Financial Analyst (CFA) from the CFA Institute

Joe's professional journey reflects a commitment to wealth management and financial advisory services, emphasizing personalized strategies to meet client goals.1