Jean Marc Martin, Cefa
About Jean Marc Martin, Cefa
Jean Marc Martin is a Directeur and Client Portfolio Specialist at Lombard Odier Group, where he has worked since 2017. He has extensive experience in portfolio management and client relations, having held various positions at Credit Suisse for nearly three decades.
Work at Lombard Odier
Jean Marc Martin has been serving as Directeur Client Portfolio Specialist at Lombard Odier Group since 2017. In this role, he focuses on managing client portfolios and developing tailored investment solutions. His position is based in the Région de Genève, Suisse, where he has contributed to the firm's client-oriented approach and investment strategies.
Previous Experience at Credit Suisse
Prior to his current role, Jean Marc Martin worked at Credit Suisse for nearly three decades. His positions included Responsable des mandats de gestion de la clientèle hispanique from 1994 to 1998, Responsable des mandats de gestion standards pour la Suisse romande from 1998 to 2001, and Managing Director - Responsable des mandats de gestion Premium pour la Suisse romande from 2001 to 2017. His extensive experience at Credit Suisse encompassed various aspects of portfolio management and client relations.
Education and Expertise
Jean Marc Martin holds several qualifications in finance and management. He completed the Breakthrough Program for Senior Executives at IMD Business School, earning a Certificat Programme international de management in 2002. He also achieved the CEFA - Diplôme Fédéral d'Analyste Financier et Gestionnaire de Fortune from CFPI - AZEK in 1995. Additionally, he obtained a Certificat Post grade in Financial Asset Management & Engineering from HEC Lausanne in 1997.
Leadership and Teamwork Philosophy
Jean Marc Martin demonstrates effective leadership by delegating tasks and promoting autonomy within his teams. He values collaboration among individuals with complementary skills and encourages independent thinking and curiosity. His approach fosters a productive environment where team members can confront ideas and pursue common goals.
Analytical Approach and Client Orientation
Jean Marc Martin possesses a strong analytical approach to investment strategies and portfolio management. He is client-oriented and has a passion for developing tailored investment solutions. His ability to communicate effectively and interpret complex environments enhances his capability to meet client needs and expectations.