Marshall L. Bartlett

Marshall L. Bartlett

Gestore di Portafoglio-Azioni presso Argent Trust Co. (Tennessee)

Finance
Consumer Services
Technology Services

Profilo

Mr. Marshall L.
Bartlett
is a Senior Vice President & Portfolio Manager at Argent Trust Co. (Tennessee).
He became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent.
As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships.
These functions also included serving as lead manager for the firm’s Dividend Growth Portfolio.
He continues to manage this strategy at Argent and is also a leading member of the Equity Strategy workgroup.
Prior to joining Independence Trust Company, he was a service manager for Aspect Communications, responsible for maintaining the company’s premier client relationships and managing a team of fifteen employees.
He received his B.S.
in Economics and Business Administration from Vanderbilt University.
He received an MBA from the Massey School of Business at Belmont University.
He concentrated his studies in Finance while achieving his MBA, including classes on mutual fund analysis as well as stock and bond valuation.

Posizioni attive di Marshall L. Bartlett

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2018
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Precedenti posizioni note di Marshall L. Bartlett

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Corporate Officer/Principal -
Direttore degli Investimenti -
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Formazione di Marshall L. Bartlett

Vanderbilt University Undergraduate Degree
Belmont University Masters Business Admin

Esperienze
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Aziende private

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Relazioni

8

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Donna

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Aziende private3

Finance

Technology Services

Finance

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