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 Comments, inquiries, and questions about the blog or the business are more than welcome.