Stewart Martin in

Stewart Martin

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Senior Investment Consultant/Custom Indexing and OCIO Solutions at Orion
📍 Lafayette, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
1 Years
Current Role
Senior Investment Consultant/Custom Indexing and OCIO Solutions
Job Level
Senior
Location
Lafayette, California, United States
Personality Overview

How Stewart shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stewart cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2024
Senior Investment Consultant/Custom Indexing and OCIO Solutions
Orion
Senior Vice President/Managing Regional Director
Natixis Investment Managers
Client Portfolio Manager Natixis/Active Index Advisors
Natixis Investment Managers
Sales Manager SF Hybrid Team
Natixis Investment Managers
Regional Director/Vice President: External Wholesaler
Davis Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1999
Bachelor of Arts
The University of Kansas
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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