P. Mark Martini

Co-Founder

West Palm Beach, Florida, United States31 yrs 3 mos experience
Highly Stable

Key Highlights

  • Expert in capital markets and investment management.
  • Proven track record in alternative investments and wealth advisory.
  • Strong leadership in fintech and analytical solutions.
Stackforce AI infers this person is a Fintech and Investment Management expert with extensive experience in capital markets.

Contact

Skills

Core Skills

Investment ManagementWealth Advisory

Other Skills

Family Wealth ManagementPartner Relationship ManagementAsset ManagementInvestment AdvisoryBusiness AnalysisEquitiesSeries 7Equity ResearchHedge FundsBloombergSeries 63Capital MarketsFinancial ModelingInvestmentsPortfolio Management

About

Accomplished capital markets, investment management and strategic wealth advisory professional, who is alternative investments business development specialist and relationship manager across the full capital structure, serving the global hedge fund, Family Offices, RIA and UHNW investor channels. Extensive background in the distribution of intellectual capital, including, investment research, investment banking (private & public capital raising), capital markets, trading, corporate access, prime brokerage services and capital introduction services to the full investor spectrum. Additional experience in the fintech industry includes, managing and selling EVA Dimensions (a proprietary web based portfolio management and analysis platform) to ISS, plus, managed, Quest (post sale of EVA to ISS), Canaccord Genuity's analytical fintech platform. Checks ego at the door, leads by example, loves people and a team environment!

Experience

Villanova school of business

Adjunct Professor of Finance

Dec 2025Present · 3 mos · Remote

Palm beach atlantic university

2 roles

Advisory Board

Sep 2025Present · 6 mos

  • Appointed to serve on the Rinker College of Business Advisory Board (RSB) at PBA’s College of Business

Adjunct Professor of Finance

Aug 2025Present · 7 mos

Florida atlantic university - college of business

Adjunct Professor of Finance

Aug 2025Present · 7 mos · Boca Raton, Florida, United States

Wimbledonglobal

Managing Partner

Sep 2024Present · 1 yr 6 mos · Palm Beach, Florida, United States · On-site

  • Oversee strategic direction and operations at WimbledonGlobal, a premier financial services firm.
  • Provide capital markets, investment management, and wealth advisory services to diverse clientele.
  • Foster relationships with corporate issuers, hedge funds, family offices, and private wealth clients.
  • Lead initiatives in private equity and credit investments, enhancing client portfolio performance.
Family Wealth ManagementPartner Relationship ManagementAsset ManagementInvestment AdvisoryBusiness AnalysisInvestment Management+1

Fordham gabelli school of business

Adjunct Professor of Business

Aug 2024Present · 1 yr 7 mos · New York, New York, United States

Canaccord genuity llc

Managing Director | Global Equities & Head of Quest

Jan 2018Jul 2024 · 6 yrs 6 mos · New York, NY · On-site

  • Spearheaded global equities product distribution, specializing in hedge funds and family offices, enhancing client engagement.
  • Co-led the QUEST initiative, integrating cutting-edge analytical and fintech solutions for institutional and ultra-high-net-worth investors.
  • Drove capital introduction and raising efforts for hedge funds and corporations, successfully securing significant investments.

Iss | institutional shareholder services

President & Global Head | Investment Management Group

Sep 2013Jan 2018 · 4 yrs 4 mos · New York, NY

  • Spearheaded the EVA platform, enhancing portfolio analytics for investment professionals.
  • Played a pivotal role in the operating committee, driving strategic initiatives increasing firm value.
  • Successfully led the sale of EVA Dimensions to ISS.

Cantor fitzgerald

Senior Managing Director | Global Equities

Oct 2009Sep 2013 · 3 yrs 11 mos · New York, NY

  • >Global Head of Equity Distribution

Jmp securities llc

Managing Director | Partner | Global Equities

Dec 2005Nov 2009 · 3 yrs 11 mos · New York, NY

  • >Head of Institutional Sales & New York Office
  • >Significant Role in the preparation & marketing of our own IPO (JMP Group - April 2007)

Deutsche bank

Managing Director | Global Equities

Dec 2002Nov 2005 · 2 yrs 11 mos · New York, NY

  • >Team Leader, Hedge Fund Sales Desk

Bank of america merrill lynch

Managing Director | Global Equities

Dec 1999Dec 2002 · 3 yrs · New York, NY

  • >Head of New York Office & Equity Sales

Bear stearns & company

Managing Director | Global Equities

Oct 1994Dec 1999 · 5 yrs 2 mos · New York, NY

  • >Senior Team Leader, Equity Sales

Education

Villanova University

Bachelor's degree — Economics

Columbia University

Master of Science - MS

Massachusetts School of Law

Doctor of Law | Juris Doctor

Villanova University

Bachelor's degree

Don Bosco Preparatory High School

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