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Board of Directors
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Joe Martinez, CFA

Title: Past President
Phone: 214-238-5640

Joe Martinez, CFA, is the Managing Partner and Founder of Phlox Capital Management, a Registered Investment Advisor. Prior to forming Phlox, Joe was Senior Vice President with the Private Wealth Advisors team at Texas Capital Bank and Senior Vice President of Wealth Management at BBVA Compass. In addition to serving clients in a role at Fidelity Investments, Joe’s background includes a depth of experience in institutional real estate finance. He spent nine years as Director of Real Estate Finance for Societe Generale Corporate and Investment Banking and three years with the real estate debt fund Redwood Capital Finance Company. In these roles, Joe served as a leader in the structuring and distribution of public and private senior and mezzanine real estate capital for institutional sponsors.

Holding his B.A. in Psychology from Texas Christian University, Joe was president of his social fraternity and a recipient of an outstanding student leadership award. He earned his M.B.A. in Finance from the University of Texas McCombs School of Business. In addition to serving on the board of CFA DFW, Joe is an active advocate for the CFA Institute, working to support its mission “to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.” Joe lives in Highland Park, Texas, with his wife Carrie and two children. In addition to his work with the CFA Society, he served in a leadership role with Dallas-area Habitat for Humanity and on the Board of the Children’s Trust, raising money for Children’s Medical Center of Dallas. He enjoys spending his free time with his two young sons cheering on his beloved TCU Horned Frogs and Texas Rangers.