Joe Martinez, CFA® is driven by a deep passion for helping people, taking a unique and personal approach to unlocking what’s most important as clients navigate their financial lives. He approaches conversations with a genuine curiosity, asking: How do you feel about your finances? Do you have the security you need for the future? Can you start the company, buy the vacation home, create a lasting legacy for your family? What are your hopes and dreams for the future, and what does your money need to do to help you achieve them?
Prior to joining Krilogy and his role as Managing Partner of Krilogy Texas, Joe led Phlox Capital Management, a Dallas-based Registered Investment Advisory (RIA) firm which shared Krilogy’s client-first philosophy and commitment to independence as the best path to service and accomplishment.
Joe’s approach is unique and personal. His initial experience working with individual investors started in 1994 with Fidelity Investments. Over the past 20 years, he has served clients in investment banking, commercial banking, and private banking at firms including JP Morgan Chase, Société Générale Corporate and Investment Banking, and Texas Capital Bank.
Demonstrating his commitment to the industry, Joe earned the prestigious Chartered Financial Analyst (CFA) designation, which is widely considered the “gold standard” in the investment profession. Earning the CFA Charter requires passing three exams covering the most challenging topics in modern finance, statistical analysis, economics, accounting, and portfolio management.
Joe holds a B.A. in Psychology from Texas Christian University and earned his M.B.A. in Finance from the University of Texas McCombs School of Business.
Joe is the former President of the CFA Society of Dallas / Fort Worth, and the former Chair of the CFA Societies Texas. He is known for his support of women in the financial industry, helping launch a women’s initiative for the CFA Society of DFW, and being selected to attend the CFA Institute’s first and second international “Alpha and Gender Diversity” Conferences, held in 2015 and 2016. Joe has also served in a leadership role with Dallas-area Habitat for Humanity and on the Board of the Children’s Trust, raising money for Children’s Medical Center of Dallas. Most recently, Joe was called to serve on the Investment Advisory Committee providing oversight for the Dallas County Parkland Health System’s Defined Benefit and Defined Contribution Plans, which provide benefits to more than 13,000 plan participants.
Joe lives in Highland Park, Texas, with his wife Carrie and two boys. He spends his free time with his wife and sons cheering on his beloved TCU Horned Frogs, Dallas Stars, and Texas Rangers.