Trish Hodgman
President bij Asset Preservation Advisors, Inc.
Profiel
Ms. Patricia H.
Hodgman is a President & Partner at Asset Preservation Advisors, Inc. She joined the firm in 2015, bringing with her over 12 years of investment experience in the financial services industry and specifically in the municipal bond market.
In her role as Portfolio Manager, she focuses on portfolio analytics, performance attribution and client services.
She works closely with the Business Development team in presenting APA’s investment strategy to our current and prospective clients and directs the firm’s marketing mix.
She earned a BA in Economics from Hollins University, is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals, the National Society of Compliance Professionals, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Actieve functies van Trish Hodgman
| Bedrijven | Functie | Begin |
|---|---|---|
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | President | 01-09-2021 |
Eerdere bekende functies van Trish Hodgman
| Bedrijven | Functie | Einde |
|---|---|---|
Municipal Portfolio Managers, Inc.
 Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Compliance Officer | - |
Opleiding van Trish Hodgman
| Hollins University Corp. | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Municipal Portfolio Managers, Inc.
Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Finance |
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |
