Vice President and Investment Officer Sean Martin has worked directly with individual clients at Bath Savings Trust Company since 2001. A strong financial strategist, Sean plays a key role as lead liaison between the Trust Company and its investment advisory firm, David Wendell Associates. He manages important aspects of BSTC’s investment process including both equities and fixed income vehicles. He is responsible for placing all trades for the Trust Company, ensuring that they are executed in an accurate, timely, and cost effective manner.
Sean is also a designated Chartered Financial Analyst® (CFA). The CFA® charter is a qualification for finance and investment professionals in the fields of investment management and financial analysis of stocks, bonds and their derivative assets. The program focuses on portfolio management and financial analysis, and provides a general knowledge of other areas of finance.
A resident of Topsham, Sean graduated with honors from Bryant University in Smithfield, Rhode Island, with a Bachelor of Science in Business Administration.
“We understand the value of sound advice, strong performance and informed decision making that reflects our clients’ values,” Sean says. “It’s the very basis of trust — and the foundation of a rewarding relationship.”