Marshall L. Bartlett
Gestionnaire de Portefeuille-Actions chez Argent Trust Co. (Tennessee)
Profil
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.
Postes actifs de Marshall L. Bartlett
| Sociétés | Poste | Début |
|---|---|---|
Argent Trust Co. (Tennessee)
 Argent Trust Co. (Tennessee) Investment ManagersFinance Argent Trust Co. (Tennessee) is a trust management firm headquartered in Memphis, Tennessee. The firm became a flagship subsidiary of Argent Holdings, Inc. in 2009. Argent Trust serves individuals, families, businesses, and institutions to ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Anciens postes connus de Marshall L. Bartlett
| Sociétés | Poste | Fin |
|---|---|---|
Aspect Communications Corp.
 Aspect Communications Corp. Packaged SoftwareTechnology Services Aspect Communications Corp. provides enterprise communication solutions and services. It develops, markets, licenses, and supports an end-to-end, integrated suite of contact center software applications that supports and manages customer communications, customer and contact center information and workforce productivity. The company is located San Jose, CA | Corporate Officer/Principal | - |
Independence Trust Co.
 Independence Trust Co. Investment ManagersFinance Founded in 1997 by Marcia Williams, Independence Trust Co. is an investment advisor located in Franklin, Tennessee. | Directeur en chef des Investissements | - |
Formation de Marshall L. Bartlett
| Vanderbilt University | Undergraduate Degree |
| Belmont University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Independence Trust Co.
Independence Trust Co. Investment ManagersFinance Founded in 1997 by Marcia Williams, Independence Trust Co. is an investment advisor located in Franklin, Tennessee. | Finance |
Aspect Communications Corp.
Aspect Communications Corp. Packaged SoftwareTechnology Services Aspect Communications Corp. provides enterprise communication solutions and services. It develops, markets, licenses, and supports an end-to-end, integrated suite of contact center software applications that supports and manages customer communications, customer and contact center information and workforce productivity. The company is located San Jose, CA | Technology Services |
Argent Trust Co. (Tennessee)
Argent Trust Co. (Tennessee) Investment ManagersFinance Argent Trust Co. (Tennessee) is a trust management firm headquartered in Memphis, Tennessee. The firm became a flagship subsidiary of Argent Holdings, Inc. in 2009. Argent Trust serves individuals, families, businesses, and institutions to ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. | Finance |
