Martin Wildy

Martin Wildy
Portfolio Manager, CFA®

Mr. Wildy serves on Evergreen's investment committee and is involved in portfolio strategy, investment research, custom portfolio design, and values based investing solutions. 
 
Martin brings to Evergreen 20 years of investment management experience. He holds a bachelor’s degree in Finance from the Pennsylvania State University and has held the Chartered Financial Analyst (CFA) designation since 2003. He is an active volunteer and consultant with the CFA Institute, supporting the CFA examination and grading functions. He has also been an author and contributor to the CFA digest publication.

  • Martin's Reasons Why
    I am inspired and challenged getting to work with a team of experienced professionals to come up with the best solutions for a given problem while demonstrating genuine concern for the clients' wellbeing. I am also passionate about the opportunity to connect individuals and institutions with their values through socially responsible investing (SRI). I believe that investing is ownership and we should all be mindful of the impact our investments have on the various stakeholders they interact with.

Martin resides in State College, PA with his wife and two children. He sits on the board and investment committee of two local non-profits and is the head coach for the Special Olympics basketball program in Centre County.

Martin has worked with Andy Harris through differing roles over a period spanning more than a decade. Currently Martin is working with Evergreen through a relationship with Investment Research Partners, an investment research and consulting firm. 

Previously, Martin oversaw three income- and dividend-focused portfolios for Eventide Asset Management, a mutual fund manager in Boston, MA. While with Eventide, he was also involved in building and managing an equity income model portfolio and a multi-asset class strategy for a large foundation. In addition to portfolio management responsibilities, he worked directly on researching companies and presenting investment ideas to the broader Eventide team. Martin has spoken before numerous conferences on values based investing.

Prior to joining Eventide, Martin was a Senior Portfolio Manager with Aris Wealth Services, which is currently a division of AssetMark, Inc., where he worked from 2006 to 2014. At Aris, he was involved in the design, launch, and management of a number of investment strategies including those in the sustainable investing and multi-asset income categories. He also performed macro research that helped to inform the overall portfolio allocations for the firm. Prior to Aris, he was an equity analyst at 1620 Investment Advisors, Inc., where he was responsible for equity research and recommendations, primarily within the telecommunications, technology, and regional banking sectors. 

 

 

Martin A. Wildy is registered as an Investment Adviser Representative affiliated with Investment Research Partners, LLC. Investment Research Partners, LLC has been contracted by Evergreen Wealth Solutions, LLC to provide sub-advisory and consulting services to Evergreen Wealth Solutions, LLC. Mr. Wildy is not an Investment Adviser Representative of Evergreen Wealth Solutions, LLC.

The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.