Marshall Bartlett

  • 30
  • January 3, 2018
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  • Senior Vice President, Portfolio Manager
  • Nashville, Tennessee
  • 615.591.0611

Senior Vice President, Portfolio Manager

M.B.A., Massey School of Business, Belmont University

B.S. (Economics), Vanderbilt University

Marshall became 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. This includes serving as lead manager for the firm’s Dividend Growth Portfolio. Marshall continues to manage this strategy at Argent and also serves as the chair of the Equity Strategy Committee.

Prior to joining Independence Trust Company, Marshall was a service manager for Aspect Communications, responsible for maintaining the company’s premier client relationships and managing a team of fifteen employees.

Marshall received his B.S. in economics and business administration from Vanderbilt University. He received an M.B.A. from the Massey School of Business at Belmont University. He concentrated his studies on finance while achieving his M.B.A., including classes on mutual fund analysis as well as stock and bond valuation. A member of the Beta Gamma Sigma honor society, he was voted most outstanding student by his peers.