I started my career in financial services back in Germany in 1992, when I joined BHF-BANK's training program to become a "Bankkaufmann". There, I learned for the very first time about the functioning of capital markets and fell in love with the idea that financial solutions, which are tailored to a client's unique needs, help them achieve their most important goals.
Ever since, I have been a lifelong learner, obtaining a Master of Science in economics from the University of Konstanz in 2001, earning my Chartered Financial Analyst (CFA®) designation in 2006, becoming a Financial Risk Manager (FRM®) in 2010, and obtaining a Certificate in "Advanced Risk & Investment Management" from Yale School of Management and EDHEC Risk Institute in 2018.
Along the way, I have put all that theory to work, and over the course of my career as a portfolio manager for HSBC Global Asset Management in Europe and Hartford Investment Management in the U.S., have helped clients globally achieve their unique goals by understanding what is most important to them and by providing them with solutions that help them achieve those goals.
I was drawn to Edward Jones in 2019 because of our culture and core values that put our clients' interests at the heart of everything. Before we even speak about investment or insurance solutions, I want to understand what is most important to you, see where you are today and where you want to be in the future. Then, I use our established process to build personalized strategies that help you reach your goals and together we will tackle everything that matters to you, be it emergency savings, saving for education, retirement planning, or protecting your loved ones.
My wife, Laura, and I have called Southbury home since 2010. We love the community and everything it offers, are involved in the Tribury Rotary and Cub Scouts, and our two sons are in the early grades of the Region 15 school system. I look forward to partnering with you over the long term.
- Wealth Strategies
- Socially Conscious Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Fine Dining
Office Address88 Main St South Suite B202
Southbury, CT 06488
Phone NumberMartin Engstler at (203) 264-1925
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