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Marshall Bartlett

Senior Vice President, Portfolio Manager

MBA, Massey School of Business, Belmont University
B.S. (Economics), Vanderbilt University

Marshall 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. Marshall continues to manage this strategy at Argent and is also a leading member of the Equity Strategy workgroup.

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 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. A member of the Beta Gamma Sigma honor society, he was voted most outstanding student by his MBA peers.

Nashville

3102 West End Avenue Suite 775, Nashville, TN 37203

(615) 385-2345

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

(205) 730-5100

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

Greenville

15 South Main Street Suite 901, Greenville, SC 29601

(864) 271-3422

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

(910) 550-0526

3102 West End Avenue Suite 775, Nashville, TN 37203

Provided Services

Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

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Latest News & Resources

Insights

The Morning View: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

Retirement Times December 2022 Newsletter

Retirement Times December 2022 Newsletter

December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...

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