Brian Gilmartin, CFA, founded Trinity Asset Management (TAM) in 1995, where he is currently a portfolio manager. TAM manages money for individuals, small foundations and small business pensions via separate accounts at Charles Schwab. TAM’s style is primarily large-cap and growth-oriented, with an emphasis on the following sectors: technology, financial services, retail, basic industrial and health care, with some cyclical exposure. Before TAM, Gilmartin was a fixed-income buy-side analyst at Stein Roe & Farnham in Chicago. Previously, Gilmartin was a fixed-income analyst on the sell side at Clayton Brown & Associates. Gilmartin holds a master’s of business administration from Loyola University and a bachelor’s from Xavier University.
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