Finacity Corp

Investment Advisory Service, Financial Planners, Financial Services

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Tomorrow: 9:00 am - 5:00 pm

(203) 428-3500Call Visit WebsiteVisit Website Map & DirectionsDirections2 Stamford PlzStamford, CT 06901 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Finacity Corp

Investment Management
Mr. Martinez leads Finacity’s team of origination and business development professionals. Responsibilities include fortifying global product awareness, the creation of commercial strategies, and strategic implementations for the firm. Mr. Martinez joined Finacity from Casey, Quirk & Associates, a boutique management consulting firm specialized in advising senior professionals in the investment management industry. Mr. Martinez led engagements in organizational strategy, M&A advisory, investment and distribution platform assessment and enhancement, strategic partnership development, and company start-ups. Among his clients were many of the world’s leading traditional and alternative investment money managers within the U.S., U.K., Europe, Japan, and the Middle East. Mr. Martinez graduated from Tufts University with a B.A. in International Relations.

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Location: One Stamford Plaza
Neighborhood: Downtown Stamford
AKA: Finacity Corporation
Other Link: https://www.finacity.com
Categories: Investment Advisory Service, Financial Planners, Financial Services, Investment Management

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Details

Phone: (203) 428-3500

Address: 2 Stamford Plz, Stamford, CT 06901

Website: https://www.finacity.com

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Finacity Corp

Investment Management
Mr. Martinez leads Finacity’s team of origination and business development professionals. Responsibilities include fortifying global product awareness, the creation of commercial strategies, and strategic implementations for the firm. Mr. Martinez joined Finacity from Casey, Quirk & Associates, a boutique management consulting firm specialized in advising senior professionals in the investment management industry. Mr. Martinez led engagements in organizational strategy, M&A advisory, investment and distribution platform assessment and enhancement, strategic partnership development, and company start-ups. Among his clients were many of the world’s leading traditional and alternative investment money managers within the U.S., U.K., Europe, Japan, and the Middle East. Mr. Martinez graduated from Tufts University with a B.A. in International Relations.

Accounting Services

Asset Management
Jeffrey Gulbin is responsible for Finacity’s corporate finance, treasury, tax, human resource finance, trustee management, and operations and real estate activities. Mr. Gulbin has over 25 years of capital markets experience in finance. Prior to Finacity, Mr. Gulbin was Director of Strategic Planning & Analysis for Dillon Read Capital Management LLC, a Hedge Fund within UBS Global Asset Management. He has also held senior finance positions within the Investment and Private Bank divisions of UBS. In addition to UBS, Mr. Gulbin has held various control, financial reporting, and audit positions at Citigroup Asset Management, Marsh & McLennan Companies Inc., and Deloitte. Mr. Gulbin is a licensed CPA and Chartered Global Management Accountant. He was named 2015 CFO of the Year (mid-size business category) by the Fairfield County Business Journal. The awards were determined by a panel of business and academic leaders from the State of Connecticut. Mr. Gulbin holds a BBA in Accounting from Saint Bonaventure University.

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