Profile
Stephen Martiros, Founder and CEO, Financial Building Blocks, an online education platform, is a serial entrepreneur and financial services expert with more than 25 years of experience working with private investors, entrepreneurs, and family offices.
Previously, Stephen founded and served as CEO of Summitas, an award-winning cloud application that provides family offices and investment advisors with a secure client portal.
He was awarded multiple patents, including one for interactive advertising, and another for an animated user interface for computer displays.
Prior to that, Stephen served as the Managing Partner of CCC Alliance, where he helped build America’s largest private network of single-family offices and led CCC Alliance to the “Family Office of the Year” award presented by Institutional Investor’s Private Asset Management magazine.
Stephen started his career as an investment advisor with E.F.
Hutton (now Morgan Stanley) and later worked with Alex.
Brown & Sons (now Deutsche Bank).
Stephen received his BS and MBA from Babson College, where he serves on the Board of Overseers, is an Entrepreneur-in-Residence helping to develop the Babson Institute for Family Entrepreneurship, and is a recipient of the college’s Snyder Award for Distinguished Service.
Stephen Martiros active positions
Companies | Position | Start |
---|---|---|
Mistral Stores Ltd.
Mistral Stores Ltd. Real Estate DevelopmentFinance Part of Labech Holdings Ltd., Mistral Stores Ltd. is a British company that provides property development and investment services. The company is based in Calne, UK. The company was founded in 1988 by Stephen Martiros. | Founder | 01/01/2021 |
Glasswing Ventures LLC
Glasswing Ventures LLC Investment ManagersFinance Glasswing Ventures LLC (Glasswing Ventures) is a venture capital firm founded in 2015 by Rudina Seseri and Rick Grinnell. The firm is headquartered in Boston, Massachusetts. | Consultant / Advisor | - |
Former positions of Stephen Martiros
Companies | Position | End |
---|---|---|
CCC Alliance LLC
CCC Alliance LLC Investment ManagersFinance CCC Alliance LLC is a member-based financial services organization made up of family offices and family office advisors serving high net worth clients and individuals. It offers advice on wealth management, family office planning, asset allocation, philanthropy, and family governance. The company was founded in 1994 by Barney Corning and Laird P. Pendleton and is headquartered in Boston, MA. | Private Equity Investor | 31/12/2010 |
Summitas LLC | Founder | 02/01/2007 |
Training of Stephen Martiros
Babson College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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CCC Alliance LLC
CCC Alliance LLC Investment ManagersFinance CCC Alliance LLC is a member-based financial services organization made up of family offices and family office advisors serving high net worth clients and individuals. It offers advice on wealth management, family office planning, asset allocation, philanthropy, and family governance. The company was founded in 1994 by Barney Corning and Laird P. Pendleton and is headquartered in Boston, MA. | Finance |
Glasswing Ventures LLC
Glasswing Ventures LLC Investment ManagersFinance Glasswing Ventures LLC (Glasswing Ventures) is a venture capital firm founded in 2015 by Rudina Seseri and Rick Grinnell. The firm is headquartered in Boston, Massachusetts. | Finance |
Mistral Stores Ltd.
Mistral Stores Ltd. Real Estate DevelopmentFinance Part of Labech Holdings Ltd., Mistral Stores Ltd. is a British company that provides property development and investment services. The company is based in Calne, UK. The company was founded in 1988 by Stephen Martiros. | Finance |
Summitas LLC |
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