Senior Vice President, Portfolio Manager
M.B.A., Massey School of Business, Belmont University
B.S. (Economics), Vanderbilt University
Marshall Bartlett became senior vice president, portfolio manager of Independence Trust in 2014 having joined Independence Trust Company in 2005. Independence Trust merged with Argent Trust at the beginning of 2018 and he has continued to serve in this role. In this role he oversees 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 also serves as president and treasurer of Independence Holding Corporation.
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