FacultyFaculty/Author Profile

George O. Martinez

J.P. Morgan
Executive Director
New York, NY, USA


George Martinez has been in the financial services industry for over 25 years having commenced his career at the SEC's Division of Investment Management where he served as a Senior Attorney.  In 2007, he joined J.P. Morgan Chase Bank NA as an Executive Director and head of Fund Administration Operations. In January 2011, he moved over to the Asset Manager Segment of the  Relationship Management team where he has direct client responsibilities as well acting as a subject matter resource on legal, compliance and regulatory matters for clients.

Previously he served as Vice President and Associate General Counsel with Alliance Capital, now AllianceBernstein, as Senior Vice President and Director of Fund Administration with BISYS Fund Services, as the National Director of Andersen's Investment Management Consulting Practice and later as Senior Vice President and Senior Managing Counsel with State Street Corporation. 

Mr. Martinez left State Street to launch the industry's first online director education and communication service, Fundwatchdog.com. He then returned to BISYS Fund Services, later Citigroup Global Transaction Services, were he served in various capacities including as Senior Vice President and Head of Fund Administration and Senior Vice President and Chief Counsel.

Mr. Martinez has a JD from Boston University School of Law and an LLM in Securities Regulation from Georgetown University Law Center. He serves as Co Chair of the Legal and Regulatory Committee of the National Investment Company Services Association and is a member of the Association of SEC Alumni and the New York Bar.


George O. Martinez is associated with the following items:
CHB Chapters  CHB Chapters Background: Mutual Funds - Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 , Wednesday, June 06, 2012
Basics of Mutual Funds and Other Registered Investment Companies (April 24, 2013) - Basics of Mutual Funds and Other Registered Investment Companies 2013 , Wednesday, April 24, 2013
MP3 Audio  MP3 Audio Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 - Background: Mutual Funds and Exchange-Traded Funds - Background: Mutual Funds and Exchange-Traded Funds , Monday, June 11, 2012
Basics of Mutual Funds and Other Registered Investment Companies 2013 - The Evolution of an Industry: Approaching 75 Years of Retail Fund Regulation - The Evolution of an Industry: Approaching 75 Years of Retail Fund Regulation , Thursday, May 02, 2013
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 - Background: Mutual Funds and Exchange-Traded Funds - Background: Mutual Funds and Exchange-Traded Funds , Monday, June 11, 2012
Basics of Mutual Funds and Other Registered Investment Companies 2013 - The Evolution of an Industry: Approaching 75 Years of Retail Fund Regulation - The Evolution of an Industry: Approaching 75 Years of Retail Fund Regulation , Thursday, May 02, 2013
Audio CD  Audio CD Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 , Tuesday, July 10, 2012 , New York, NY
DVD Video  DVD Video Fundamentals of Mutual Funds and Exchange-Traded Funds 2012 , Tuesday, July 24, 2012 , New York, NY
Web Segment  Web Segment The Evolution of an Industry: Approaching 75 Years of Retail Fund Regulation - Basics of Mutual Funds and Other Registered Investment Companies 2013 , Tuesday, April 30, 2013
On-Demand Web Programs  On-Demand Web Programs Basics of Mutual Funds and Other Registered Investment Companies 2013 , Wednesday, May 08, 2013 , New York, NY
LiveSeminar  Live Seminar Basics of Mutual Funds and Other Registered Investment Companies 2013 , Wednesday, April 24, 2013 , New York, NY
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