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Profilo
Mr. Troy Saldivar, CFA, is Senior Vice President & Senior Portfolio Manager at Kanaly Trust LTA. He is responsible for taking a holistic approach to wealth management for clients while implementing customized multi-asset class investment strategies.
As a member of Kanaly’s Investment Committee, he works with the Chief Investment Officer on developing model portfolio asset allocations and is actively involved in the ongoing due diligence of all investment managers.
He is a member of the CFA Institute, CFA Society of Houston and the Investment Management Consultants Association (IMCA).
He also volunteers for the Houston Food Bank.
He joined the firm in 2008 and brings over fifteen years of experience in portfolio management and wealth planning utilizing equity, fixed income and alternative investments.
Prior to joining Kanaly Trust, he was Vice President of Client Relations with the institutional asset management firm Davis Hamilton Jackson & Associates (now Garcia Hamilton & Associates), which he joined in 2007.
His earlier position, starting 2001, was with AIM Private Asset Management, the private client division of AIM Investments (now Invesco), as Regional Account Executive.
He brings over 15 years of experience in portfolio management and wealth planning utilizing equity, fixed income and alternative investments.
Mr. Saldivar received a BS from the University of Houston.
He is a Chartered Financial Analyst and a Certified Investment Management Analyst.
Precedenti posizioni note di Troy Saldivar
| Società | Posizione | Fine |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Analyst-Equity | 01/04/2017 |
Garcia Hamilton & Associates LP
 Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). | Corporate Officer/Principal | 31/12/2007 |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Corporate Officer/Principal | - |
Formazione di Troy Saldivar
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
70
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Finance |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
