Profil
Mr. Andrew C.
Bolyard is a Chief Investment Officer at TCV Trust & Wealth Management, Inc. He is a Chairman of the company’s Trust Investment Committee.
He joined the investment group as a Portfolio Manager and Manager of Portfolio Strategies.
Mr. Bolyard was previously employed as a Portfolio Manager by Ropes & Gray LLP, an Associate Portfolio Manager by Johnson Investment Counsel, Inc., a Financial Advisor by Morgan Stanley & Co., Inc., and a Senior Residential Loan Officer by Fifth Third Bank.
Mr. Bolyard graduated with a degree in Economics Management from Ohio Wesleyan University.
He is a Certified Financial Planner.
Postes actifs de Andrew Charles Bolyard
| Sociétés | Poste | Début |
|---|---|---|
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV takes an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after a disciplined approach of research and analysis. All investment opportunities are thoroughly examined to ensure that potential returns are commensurate with the risks taken. | Directeur en chef des Investissements | 31/12/2017 |
Anciens postes connus de Andrew Charles Bolyard
| Sociétés | Poste | Fin |
|---|---|---|
The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Trust Co. of Virginia (TVA) takes an active approach to portfolio management. They focus on high-quality equity and fixed-income investments. When selecting equities, the firm seeks high-quality companies with proven management, above average earnings and dividend growth rates and relatively low market valuations. Companies should have low risk characteristics. TVA monitors holdings regularly to meet valuation, price and risk criteria. They invest significantly in the stocks of US large-cap companies in the energy minerals, consumer non-durables and finance sectors. The firm diversifies through the use of ETFs or mutual funds to complement their core equity class with international, emerging markets, small-cap and real estate assets. For fixed-income, TVA focuses on the selection of attractive sectors in the market. They emphasize positioning average maturities based on interest rate projections. They seek to identify investment grade issues with the potential for improved credit ratings. | Directeur en chef des Investissements | 31/12/2017 |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Analyst-Equity | 04/10/2010 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/08/2007 |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 01/08/2004 |
Formation de Andrew Charles Bolyard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
The Trust Company of Virginia
The Trust Company of Virginia Investment ManagersFinance Trust Co. of Virginia (TVA) takes an active approach to portfolio management. They focus on high-quality equity and fixed-income investments. When selecting equities, the firm seeks high-quality companies with proven management, above average earnings and dividend growth rates and relatively low market valuations. Companies should have low risk characteristics. TVA monitors holdings regularly to meet valuation, price and risk criteria. They invest significantly in the stocks of US large-cap companies in the energy minerals, consumer non-durables and finance sectors. The firm diversifies through the use of ETFs or mutual funds to complement their core equity class with international, emerging markets, small-cap and real estate assets. For fixed-income, TVA focuses on the selection of attractive sectors in the market. They emphasize positioning average maturities based on interest rate projections. They seek to identify investment grade issues with the potential for improved credit ratings. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ohio Wesleyan University
Ohio Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. Investment ManagersFinance TCV takes an active approach to asset management, focusing on high-quality equity and fixed income investments. Securities are selected after a disciplined approach of research and analysis. All investment opportunities are thoroughly examined to ensure that potential returns are commensurate with the risks taken. | Finance |
















