About
Marty Harmon is Managing Director at Callodine Capital Management, LP, an investment firm focused on asset management and investment solutions for institutional and high-net-worth clients. In this senior leadership role, Harmon is responsible for overseeing investment strategies, client relationships, and business development, leveraging his extensive expertise in investment management and corporate finance.
Harmon’s main investment focus areas include equities and alternative asset classes, providing tailored portfolio management solutions that align with Callodine’s specialty in non-traditional and opportunistic investments. His mandate covers sector research, due diligence, and structuring investment products targeting risk-adjusted returns for clients.
Before joining Callodine, Harmon built his career across various senior positions within the investment management industry, developing a reputation for innovative portfolio oversight and client-centric strategies. He holds a Bachelor of Science in Business Administration from Washington & Lee University, and is recognized for his strong analytical background and commitment to industry best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Callodine Group | Managing Director | Sep 2022 to Present | Capital Formation |
| Orchard Global Asset Management | Executive Director | May 2016 to Jul 2022 | * Responsible for Private Credit Capital Formation, Marketing, and Investor Relations * Orchard Global Asset Mgmt (OGAM) is a multi-billion dollar, global alternative investment firm. * OGAM is ... |
| Melkonian Capital Mgmt | Senior Managing Director; Business Development and Marketing | Sep 2014 to May 2016 | * Multi-Asset Class, Alternative Investment Manager * Member of the Firm's Investment Committee * Hedge Fund Sales, Business Development & Marketing |
| Clark Dodge & Co | President, Specialty Finance and Alternative Investments | Jan 2013 to Jan 2014 | — |
| Pinebank Asset Mgmt | Managing Director, Business Development and Sales and Marketing | Jan 2009 to Jan 2012 | * Credit-Focused Alternative Asset Manager: Distressed, High-Yield, Special Situations |
| SGC Advisory | Managing Director | Jan 2007 to Jan 2009 | — |
| OTA Financial Group | Managing Director, Global Head of Business Development and Sales | Jan 1996 to Jan 2007 | — |
| Bloomberg Financial Service | Director, Sales | Jan 1990 to Jan 1996 | — |
Education
Washington & Lee University
BS, Business Administration
Others at Callodine Capital Management, LP (11)
| Name | Role | Location |
|---|---|---|
C Caitlin Sanders | Managing Director - Originations | Boston, MA , United States |
J Joe Harney | Managing Director | Boston, MA , United States |
 | Senior Managing Director, Head of Origination | MA , United States |
M Matthew Masucci | Senior Analyst | Boston, MA , United States |
 | Partner, Investment Analyst | Winter Park, FL , United States |
 | Senior Analyst | Boston, MA , United States |
 | Principal | Boston, MA , United States |
 | Managing Director | Boston, MA , United States |
 | Vice President of Business Development | Boston, MA , United States |
 | Managing Director | London, United Kingdom |