Commentator Profiles
Jason M. Kiss, CFA
Senior Portfolio Manager, Director of Research
Jason works with high net worth individuals and their families, and with institutional clients managing fixed income and balanced portfolios.
Jason graduated from Clemson University with a Master’s Degree in Business Administration, majoring in International Accounting and Finance. Jason is the president of Cincinnati Area Senior Services and the treasurer of the Cincinnati Shakespeare Company.
Jason joined Bartlett & Co. in January 2000 and has 13 years of investment experience.
James B. Hagerty, CFA
Senior Portfolio Manager, Product Manager for the Relative Value Equity strategy
His investment management client base includes investment advisory accounts, trusts, IRA portfolios, and charitable accounts.
Jim received a B.S. in Economics from the University of Dayton. He serves on the advisory board of the Catholic Inner City Schools Educational Fund (CISE) and on the Foundation Committee at Purcell Marian High School. He has served as an Adjunct Professor in the Finance Department at Xavier University.
Jim joined Bartlett & Co. in 1994, and has 20 years of investment experience.
Troy R. Snider, CFA
Senior Portfolio Manager, Fixed Income Analyst
Troy specializes in corporate and municipal credit analysis and security selection. As a member of the Fixed Income Group, he shares the responsibility for the development of the fixed income strategy and its implementation across Bartlett’s discretely managed accounts.
Troy was a credit analyst with a major investment research firm and nationally recognized ratings agency in Chicago. Troy earned an M.B.A. from Indiana University, and B.S.M.E. from Rose Hulman Institute of Technology.
Troy joined Bartlett & Co. in 1991, and has 19 years of investment experience.
David P. Francis
Senior Portfolio Manager, Fixed Income Analyst
David monitors and implements Fixed Income strategy for discretely managed portfolios. He has extensive experience in developing computer applications and is responsible for creating many of the proprietary portfolio management and market analysis programs used at Bartlett.
David received his B.S. degree in Finance from Ball State University and received his M.B.A. degree in International Business from Xavier University.
David joined Bartlett & Co. in 1989, and has 19 years of investment experience.