Investment Advisory Services


Joe Martinez

LPL Financial Advisor

Joe Martinez

Joe got into the financial world shortly after college and started managing and trading portfolios in 2007.  The vicious bear market of 2008 -2009 was an amazing teaching tool and has helped guide and shape Joe’s current view and techniques on portfolio management and risk control.  When he’s not watching the markets and managing Halcyon’s portfolios Joe can be found spending time with his family and friends and cheering on ole Notre Dame.  He enjoys playing golf, studying nutrition and health, neuroscience, and biohacking.

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