Boston Harbor Angels
Martin F. Lowenthal, MSIM
Martin F. Lowenthal, MS (Investment Management), CLU, CLTC works closely with individuals,
families, and companies to achieve long term financial security
on behalf of
Bulfinch Group. Martin was one of the youngest members of
the Johannesburg Stock Exchange at 23 and one of the founding
members of the equity options, financial futures and commodity
exchanges in South Africa.
Martin spent 10 years as a partner at a boutique investment bank where he oversaw the nationwide trading desk that serviced institutional investors and high net worth individuals. Martin advised and executed equity and derivative strategies based on both fundamental and technical analysis.
The firm also helped small to medium size enterprises access capital with mezzanine finance, IPO and asset securitization and general financial advisory. Martin was actively involved in helping these companies with corporate strategy, structure, M&A and other key managerial issues. The firm listed the first internet company in South Africa as well as sponsoring the first asset securitization amongst many other innovative strategies.
Martin was a regular markets commentator on national radio, Bloomberg and Reuters.
Martin established the Boston office for a nationwide broker dealer that specialized in sophisticated electronic equity trading platforms and sales trading service to institutional investors. Firm was sold to RBC, Royal Bank of Canada.
Martin now helps people change their lives by making them more financially secure, tax efficient and fully protected, utilizing this tool.
Martin has a Bachelor of Commerce from the University of Cape
Town as well as an MS in Investment Management from Boston
University, earning his MSIM designation. Martin is an active
angel investor with a special focus on internet and technology.
He is also a mentor for the Babson MBA EIT program. Martin is a
board member of the JNF, Jewish National Fund in the New England
Zone. Martin is a member and sponsor of Boston Harbor Angels.
Martin holds FINRA 7, 63 & 65 licenses as well as Life, accident and health insurance. Martin lives in Newton, MA with his wife Laura and three daughters.
Office: (781) 292-3151
Martin Lowenthal is Registered Representative of Park Avenue Securities, LLC (PAS), 140 Kendrick Street, Needham, MA 02494, 781-449-4402. Securities products services are offered through PAS. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York <NY. PAS is an indirect, wholly-owned subsidiary of PAS or Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group , Inc. is not licensed to sell insurance. PAS is a member of FINRA, SIPC.