Team
President and Chief Compliance Officer
Andrew D. Martin
Mr. Martin has served as President and Chief Compliance Officer of the adviser since co-founding the adviser in November 2008. Mr. Martin is also a Registered Principal for Girard Securities, Inc. (not affiliated with 7Twelve Advisors, LLC), a San Diego based Broker/Dealer with a Nashville, TN office, a position held since July 2008. Prior to July 2008, Mr. Martin served as a Registered Principal with AIG Financial Advisors in Nashville, TN from 2005 to 2008. Mr. Martin has worked in sales, management and operations in the securities industry for over 25 years, including serving as regional sales manager for over 200 registered representatives in a 13 state region, after beginning his career with Merrill Lynch in New York City. He holds a B.B.A. in economics from Belmont University and a Masters Degree in liberal arts from Vanderbilt University. He holds series 7, 24, 53, 63 and 66 securities licenses and he is a Member of the Investment Management Consultants Association.
Partner
Steven J. Eisen, JD
Chairman, Advisory Board
Chris Radford
Research Analyst
Sophie Gao
