Martin Standish
Senior Portfolio Manager at Towneley Capital Management, Inc. / de
About
Martin Standish is a Senior Portfolio Manager at Towneley Capital Management, Inc., based in Newport Beach, CA. In this role, he leads portfolio management and advanced investment analysis, collaborating with colleagues in financial planning, client servicing, and business development to deliver tailored investment advice to high-net-worth clients.
Standish’s expertise spans over 30 years of institutional and private wealth management, including significant roles at Macquarie Asset Management, Morgan Stanley, and Union Bank. His focus includes management for high-net-worth families, foundations, and endowments, with deep experience in sectors such as equities, fixed income, and alternative investments, as well as ESG strategies.
He holds an M.B.A. and multiple professional credentials: CFA® charterholder, Certificate in ESG Investing (CFA® Program), CERTIFIED FINANCIAL PLANNER™ (CFP®), and CAIA charterholder. Standish is recognized for his holistic approach to investment solutions, combining deep sector analysis and multi-asset class allocation with a commitment to integrating sustainable and responsible investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Towneley Capital Management, Inc. | Senior Portfolio Manager | Mar 2019 to Present | As a Sr. Portfolio Manager/Lead Advisor, my work entails all holistic aspects of portfolio management, financial planning, client service, and business development. Although there are numerous functi... |
| CB&T Wealth Advisors | Wealth Advisor at CB and T Wealth Advisors | Jan 2018 to Jan 2019 | — |
| Comerica Wealth Management | Senior Investment Strategist | Jan 2014 to Jan 2016 | Responsible for the management of investment portfolios for HNW families and individuals, as well as various institutional investors such as endowments and foundations located throughout Southern Cali... |
| The Bahnsen Group, Morgan Stanley Wealth Management | Portfolio Manager | Jan 2013 to Jan 2014 | This position includes all activities associated with the holistic investment management of High Net Worth and Institutional clients. |
| New England Securities | Financial Advisor and Registered Representative | Jan 2011 to Jan 2013 | Wealth Manager and Financial Advisor at Strategic Wealth Associates, a MetLIfe affiliate providing financial solutions and holistic planning for businesses, families, and individuals. |
| Macquarie Funds Group (Macquaries acquisition of Allegiance Capital in 2009) | Sr Portfolio Manager | Jan 1997 to Jan 2010 | Managed portfolios for wide spectrum of institutions, high net worth, and SMA platforms. Client porfolios were primarily managed against equity/fixed indexes, but numerous solutions were offered to me... |
| Highmark Capital Management (asset management division of Union Bank) | Sr Portfolio Manager | Jan 1992 to Jan 1998 | Management of customized portfolios for institutions and individuals, commingled bank funds, and Highmark family of mutual funds. |
| Security Pacific Bank | Portfolio Manager (PCA-San Diego) | Jan 1988 to Jan 1990 | Management of porfolio's for both institutional and individual clients with an array of objectives. |
| Republic Bank | Portfolio Manager | Jan 1985 to Jan 1988 | * Futures specialist assisting in analysis, arbitrage, and trading in fixed income and equity futures markets. * Investment Manager of the Silver Star Funds, Inc., the first money market funds... |
Education
Colorado State University
Naveen Jindal School of Management, UT Dallas
Others at Towneley Capital Management, Inc. / de (2)
| Name | Role | Location |
|---|---|---|
E Ernie Garrett | Vice President - Investment Services | Huntington Beach, CA , United States |
L Lisa Tomlinson | Portfolio Manager | Laguna Hills, CA , United States |