Brian Gilmartin, CFA, is Founder and Portfolio Manager of Trinity Asset Management (TAM), an investment advisory boutique that caters to mid-level individual investors and institutions such as smaller Foundations. TAM was founded in May, 1995. Brian started on the fixed-income side of the business as a credit / fixed-income analyst, doing credit research for a smaller Chicago broker-dealer and then for Stein Roe & Farnham, from 1992 – 1995, before striking out on his own managing money for individual investors. Brian attended Xavier University in Cincinnati, Ohio, graduating in May, 1982 with a BSBA (Finance), and then attended Loyola University of Chicago, graduating with an MBA in January, 1985. The CFA was awarded in 1994.
Brian’s email is firstname.lastname@example.org. Comments, inquiries, and questions about the blog or the business are more than welcome.