CircleBlack, the Kingston-based online financial data aggregation and empowerment platform for financial advisors and their clients, announced it added Martin Beaulieu to its board of directors.
Beaulieu joins Bill Bartzak, Michael Castellano, John Michel and Martin Tuchman on CircleBlack’s board.
“Marty’s extensive leadership experience in asset management and distribution, including alternative investments, makes him an ideal addition to the CircleBlack board as we continue to expand the services and capabilities that we provide to independent advisory firms and broker-dealers,” said John Michel, founder and chief executive officer of CircleBlack.
Beaulieu brings over 35 years of financial services and investment experience to his board position. He is executive chairman of Artivest, where he is responsible for investment product development, multichannel distribution, and overall growth execution strategy. He has also played a leading role in integrating Artivest and Altegris following their merger in June 2018, a combination which makes Artivest the largest independent provider of premier alternative investment and technology solutions, with over $3 billion in client assets.
He previously served as executive chairman and CEO of Altegris.
Prior to Altegris, he served as head of retail iShares U.S. at BlackRock, where he led the iShares distribution team’s activities across all domestic retail channels.
