Episode 65: Building Tomorrow's Advisor with Martin Tarlie
We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing, interesting things in the goals-based research, and the future of investing for individuals.
Martin is a CFA charterholder and the Nebo product lead. He spent many years as a quantitative analyst across various firms, including GMO's asset allocation team. He earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago.
What Martin is Reading Right Now: The Bible
Martin's Music Recommendation: Classic Rock: Rolling Stones, The Who, Pink Floyd, Southern Rock
Read More from Martin: GMO's Website, Martin's LinkedIn, Martin's SSRN
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