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Trish Hodgman
President at Asset Preservation Advisors, Inc.
Trish Hodgman active positions
Companies | Position | Start | End |
---|---|---|---|
Asset Preservation Advisors, Inc.
![]() Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | President | 2021-08-31 | - |
Analyst-Fixed Income | 2015-11-30 | 2021-08-31 | |
Portfolio Manager-Fixed Income | 2015-11-30 | 2021-08-31 |
Career history of Trish Hodgman
Former positions of Trish Hodgman
Companies | Position | Start | End |
---|---|---|---|
Municipal Portfolio Managers, Inc.
![]() Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Compliance Officer | 2002-12-31 | - |
Portfolio Manager-Fixed Income | 2013-01-07 | - |
Training of Trish Hodgman
Hollins University Corp. | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Fixed Income | 2 |
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Municipal Portfolio Managers, Inc.
![]() Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Finance |
Asset Preservation Advisors, Inc.
![]() Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |
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