Find your path to Harry
92 people in our graph share verified history with Harry — schools, employers, funds. One of them is your warm intro.
Jay HassunlockedHarry: together at Brown Brothers Harriman (1987–2007)
×8Harry: together at Brown Brothers Harriman
×3Harry: together at U.S. Navy Reserve
About
Harry Martin is a Senior Investment Consultant at GoalVest Advisory. His work covers investment management mandates for defined benefit and defined contribution plans, investment capital accounts, high net worth individuals, and not-for-profit institutions. His experience includes asset allocation, portfolio management, alternative investments, structured yield and growth notes, fiduciary services, and branch office management in domestic and international settings.
Experience
- GoalVest AdvisorySenior Investment Consultantcurrent2023 — presentDallas, Texas, United States
- City National RochdaleSenior Investment Consultant2008 — 2017Dallas, Texas, United States
- Brown Brothers HarrimanDallas Regional Branch Office Manager2002 — 2007Dallas, Texas, United States
- Brown Brothers HarrimanInternational Group Manager for Asia-Pacific1999 — 2002New York, New York, United States
- Brown Brothers HarrimanDiscretionary Investment Management Group Manager1996 — 1999New York, New York, United States
- Brown Brothers HarrimanDomestic Institutional Management Group Manager1989 — 1996New York, New York, United States
- Brown Brothers HarrimanInvestment Advisory Portfolio Manager1973 — 1989
- U.S. Navy ReserveCommander USNR1971 — 1989
Skills & more
- Principal/Supervisory Series 9, 10, & 24, Industry/Product, SIE, and Series 5, 7, & 15, and State Securities Law Series 63 & 65 — FINRA
- Accredited Investment Fiduciary (AIF® Designation) — Center for Fiduciary Studies
From Harry's professional profile.
Colleagues at Goalvest Venture
Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Braden Deforge
Wealth Management Associate at Goalvest Venture
Brooke Long
Client Service Associate at Goalvest Venture
Chen Li
Investment Research Associate at Goalvest Venture
Sevasti Balafas
CEO & Founder at Goalvest Venture
Yadh Yaich
General Partner at Goalvest Venture
Frequently asked questions
- Who is Harry Martin?
- Harry Martin is a Senior Investment Consultant at GoalVest Advisory. His work covers investment management mandates for defined benefit and defined contribution plans, investment capital accounts, high net worth individuals, and not-for-profit institutions. His experience includes asset allocation, portfolio management, alternative investments, structured yield and growth notes, fiduciary services, and branch office management in domestic and international settings.
- Where does Harry Martin work?
- Harry Martin is Senior Investment Consultant at Goalvest Venture.
- Where did Harry Martin go to school?
- Harry Martin studied at Harvard University (Master of Business Administration - MBA); United States Merchant Marine Academy (Bachelor of Science - BS, With Highest Honors).
Same school
Also attended Harvard University2,000
Ron ConwayFounder of SV AngelAlfred LinPartner at Sequoia CapitalChris DixonFounder & Managing Partner of a16z crypto at Andreessen HorowitzSarah TavelVenture Partner at BenchmarkDanny RimerPartner at Index VenturesLaela SturdyManaging Partner at CapitalG
+ 1,994 more
Also attended United States Merchant Marine Academy4
Shared employers
Also worked at GoalVest Advisory4
Also worked at City National Rochdale1
Also worked at Brown Brothers Harriman58
Jay HassGeneral Partner & CFO at AlleyCorpSercan OzcanPartner, Finance & Operations at AlleyCorpDan StolarVenture Advisor at Alpha PartnersScott NissenbaumPresident & CEO at Ben Franklin Technology PartnersMichael NekusChief Financial Officer at Eos Venture Partners LimitedChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder Chapter
+ 52 more
Also worked at U.S. Navy Reserve24
Juliane GallinaPartner at Lavrock VenturesDaniel RodríguezAI & Data at NazcaMichael GoskManaging Director, Chief Financial Officer at General AtlanticRobert HeadSenior Vice President, Government Affairs at Lockheed Martin VenturesRob WeissAerospace Executive & Former Executive VP/General Manager, Advanced Development Programs, Lockheed at NEW VISTA CAPITALTim DenningPrincipal at Ultratech Capital Partners
+ 18 more