Troy Ray Snider

Portfolio Manager-Fixed Income presso Bartlett & Co. Wealth Management LLC

64 anni

Finance

Consumer Services

Profilo

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.

Posizioni attive di Troy Ray Snider

Società	Posizione	Inizio
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

Tutte le posizioni attive di Troy Ray Snider

Precedenti posizioni note di Troy Ray Snider

Società	Posizione	Fine
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

Vedi nel dettaglio l'esperienza di Troy Ray Snider

Formazione di Troy Ray Snider

Indiana University	Masters Business Admin
Rose-Hulman Institute of Technology, Inc.	Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Troy Ray Snider

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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