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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.

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: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

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