Profiel
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.
Eerdere bekende functies van Troy Saldivar
| Bedrijven | Functie | Einde |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Analyst-Equity | 01-04-2017 |
Garcia Hamilton & Associates LP
 Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Corporate Officer/Principal | 31-12-2007 |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Corporate Officer/Principal | - |
Opleiding van Troy Saldivar
| University of Houston | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Finance |
