Profile

Mr. Troy Saldivar, CFA, is Senior Vice President & Senior Portfolio Manager at Kanaly Trust LTA.
He is responsible for taking a holistic approach to wealth management for clients while implementing customized multi-asset class investment strategies.
As a member of Kanaly’s Investment Committee, he works with the Chief Investment Officer on developing model portfolio asset allocations and is actively involved in the ongoing due diligence of all investment managers.
He is a member of the CFA Institute, CFA Society of Houston and the Investment Management Consultants Association (IMCA).
He also volunteers for the Houston Food Bank.
He joined the firm in 2008 and brings over fifteen years of experience in portfolio management and wealth planning utilizing equity, fixed income and alternative investments.
Prior to joining Kanaly Trust, he was Vice President of Client Relations with the institutional asset management firm Davis Hamilton Jackson & Associates (now Garcia Hamilton & Associates), which he joined in 2007.
His earlier position, starting 2001, was with AIM Private Asset Management, the private client division of AIM Investments (now Invesco), as Regional Account Executive.
He brings over 15 years of experience in portfolio management and wealth planning utilizing equity, fixed income and alternative investments.
Mr. Saldivar received a BS from the University of Houston.
He is a Chartered Financial Analyst and a Certified Investment Management Analyst.

Former positions of Troy Saldivar

CompaniesPositionEnd
Analyst-Equity 31/03/2017
Corporate Officer/Principal 30/12/2007
Corporate Officer/Principal -
See the detail of Troy Saldivar's experience

Training of Troy Saldivar

University of Houston Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Troy Saldivar's experience

Connections

100 +

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies3

Finance

Finance

Finance

See company connections