Troy Ray Snider
Portfolio Manager-Fixed Income bij Bartlett & Co. Wealth Management LLC
Profiel
Mr. Troy R.
Snider, CFA MBA, is an Investment Advisor & Principal at Bartlett & Co. Wealth Management LLC.
With over 28 years of extensive investment, knowledge, as well as corporate and municipal credit analysis, he meets regularly with Bartlett clients to review their portfolio performance and plan risk-avoidant strategies.
He serves on Bartlett’s Strategic Asset Allocation Committee as well as its Investment Oversight Committee.
Prior to joining Bartlett, Mr. Snider was a Credit Analyst with a major investment research firm and nationally recognized ratings agency in Chicago.
He has extensive experience in corporate and municipal credit analysis.
He earned an M.B.A.
from Indiana University in 1989, and B.S.M.E.
from Rose Hulman Institute of Technology in 1982.
He is a Chartered Financial Analyst.
Actieve functies van Troy Ray Snider
| Bedrijven | Functie | Begin |
|---|---|---|
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Portfolio Manager-Fixed Income | 01-04-2018 |
Eerdere bekende functies van Troy Ray Snider
| Bedrijven | Functie | Einde |
|---|---|---|
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Portfolio Manager-Fixed Income | 01-04-2018 |
Opleiding van Troy Ray Snider
| Indiana University | Masters Business Admin |
| Rose-Hulman Institute of Technology, Inc. | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base including high net-worth individuals & families, foundations & endowments, corporate & nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Finance |