Troy Saldivar, CFA®, CIMA®
Senior Vice President & Senior Portfolio Manager
Troy is a Senior Vice President and Senior Portfolio Manager with Kanaly Trust. 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. Troy believes in adhering to a disciplined investment strategy that effectively manages risk and produces competitive long-term returns for clients.
Troy joined Kanaly 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, Troy 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 a Regional Account Executive.
Troy 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.
A native of Houston, Troy received a BS from the University of Houston. He is a Chartered Financial Analyst (CFA®) and a Certified Investment Management Analyst (CIMA®).