75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth

Billion Dollar Backstory

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth.

In this Episode, Martin and Stacy discuss:

• His backstory: from physicist/golf-performance product developer to SaaS founder
• How the physics mindset that followed him into the investment world turned into a novel investing approach
• The massive communication gap between asset managers and investors
• Why the fascination with the 60/40 allocation is misguided
• How Nebo is helping asset managers rethink risk so they can build better portfolios

More about Dr. Martin Tarlie:

Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Before rejoining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research.

Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.

He is passionate about building systems based on first-principles thinking, which led him to spearhead the development of Nebo Wealth, a new wealth tech platform challenging the traditional definition of risk. As an entrepreneur in the wealth tech space, Martin’s innovative approach redefines risk—not as volatility, but as not having what you need when you need it. He’s also a dedicated family man and self-proclaimed “Baseball Dad,” often found cheering his boys from the stands.

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership