Troy Root

Troy Root Email and Phone Number

Portfolio Manager at Garda Capital Partners @ Ad Fontes Media
Troy Root's Location
Washington DC-Baltimore Area, United States, United States
Troy Root's Contact Details

Troy Root personal email

About Troy Root

Troy Root is a Portfolio Manager at Garda Capital Partners at Ad Fontes Media. He possess expertise in financial analysis, leadership, investments, microsoft office, microsoft excel and 18 more skills.

Troy Root's Current Company Details
Ad Fontes Media

Ad Fontes Media

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Portfolio Manager at Garda Capital Partners
Troy Root Work Experience Details
  • Ad Fontes Media
    Director & Shareholder
    Ad Fontes Media Apr 2023 - Present
    Denver, Co, Us
    * Media ratings company.* Training AI on bias and reliability. * Funding quality journalism. * Teaching media literacy.
  • Garda Capital Partners
    Portfolio Manager
    Garda Capital Partners Jul 2019 - Feb 2023
    Wayzata, Minnesota, Us
  • Garda Capital Partners
    Associate Portfolio Manager
    Garda Capital Partners Jan 2019 - Jun 2019
    Wayzata, Minnesota, Us
  • Garda Capital Partners
    Analyst
    Garda Capital Partners Nov 2017 - Jan 2019
    Wayzata, Minnesota, Us
  • Garda Capital Partners
    Trading Assistant
    Garda Capital Partners Mar 2016 - Nov 2017
    Wayzata, Minnesota, Us
  • Central Michigan University Development Board
    Investment Committee Board Member (Non-Voting)
    Central Michigan University Development Board Nov 2014 - Dec 2015
    Mt. Pleasant, Michigan, Us
    • The Investment Committee is comprised of alumni practitioners; they make asset allocation recommendations for Central Michigan University's $100 Million endowment.• Participation as a Student:→ Observe the asset allocation decision making process. → Conduct analysis and research for specific asset classes. → Examine the synthesized research conducted by consultants.
  • Student Managed Endowment
    Chief Investment Officer/Leader Of Restructuring
    Student Managed Endowment Aug 2014 - Dec 2015
    • Student Endowment Restructuring:→ Successfully enacted and replaced a 24 year old Investment Policy Statement.→ Led a managed restructuring of endowments process, cost structure, and how the portfolios capital is allocated.→ Developed new guidelines that authorize previously restricted securities; expanding into new asset classes, and established a set of risk management principles.
  • Charter Capital Partners
    Mergers & Acquisitions And Venture Capital Intern
    Charter Capital Partners May 2015 - Aug 2015
    Grand Rapids, Mi, Us
    • Responsible for building financial models, excel modeling, conducting due diligence, in depth research and generating pitch books.• Provided Charter a synthesized analysis of a potential acquirer that got Charter hired by the client. → Conducted in depth research of a potential acquirer, including vital information about the firms operations, restructuring, financial performance, and current and future projects. I also provided an analysis which was the reason why Charter was hired.• Discovered significant issues while conducting due diligence on a client in the oil & gas services industry; also found a severe miscalculation in the valuation models maintenance Capex. Every potential buyer, but one, dropped out because of the issues I had warned about.
  • Association For Corporate Growth
    Valuation Analyst For Mergers & Acquisitions Case
    Association For Corporate Growth Feb 2015 - Feb 2015
    Chicago, Il, Us
    • Finished 2nd with half the resources. • Analyzed complex business case and presented valuation, strategies, strategic alternatives and financing options to the board of directors.• Completed profound due diligence to derive the company’s valuation range using discounted cash flow, leveraged buyout, precedent transaction, and comparable company analysis models. • Presented strategic suggestion to the board of directors based on our analysis and knowledge of deal structure.
  • Northwestern Mutual
    Financial Advisor Intern
    Northwestern Mutual May 2013 - Aug 2014
    Milwaukee, Wi, Us
    • Managed an independent financial practice; wrote $51,000 in premium credit.• Responsible for prospecting, scheduling meetings, and building my own client base. • Conduct audit of clients needs, then independently analyze the clients goals and objectives. • Synthesize the information to conduct a comprehensive and strategic financial plan. • Present the plan to clients.
  • Cboe
    Investing And Trading For College Students
    Cboe Jul 2013 - Jul 2013
    Chicago, Illinois, Us
    • Mock trading in the E-Mini S&P 500 pit. • Learned complex derivative pricing models, the use of greeks in option strategies, and different strategies institutional investors use to hedge their portfolios.
  • Young Entrepreneurs Across America
    Branch Manager
    Young Entrepreneurs Across America Jun 2012 - Aug 2012
    Shelby Township, Us
    • Operated and managed an exterior painting business, responsible for recruiting, hiring, marketing, booking business, conducting payroll and managing financial position to maximize profitability.• Analyze risk and profitability of future projects.• Top 5 producer in the country.• Generated $68,000 of revenue and led the country as a top 5 manager.

Troy Root Skills

Financial Analysis Leadership Investments Microsoft Office Microsoft Excel Sales Team Leadership Bloomberg Terminal Time Management Public Speaking Risk Management Management Valuation Strategic Financial Planning Options Investment Strategies Alternative Investments Hedge Funds Risk Analysis Value Investing Private Equity Equity Derivatives Financial Planning

Troy Root Education Details

  • Central Michigan University
    Central Michigan University
    Finance

Frequently Asked Questions about Troy Root

What company does Troy Root work for?

Troy Root works for Ad Fontes Media

What is Troy Root's role at the current company?

Troy Root's current role is Portfolio Manager at Garda Capital Partners.

What is Troy Root's email address?

Troy Root's email address is tr****@****acp.com

What schools did Troy Root attend?

Troy Root attended Central Michigan University.

What skills is Troy Root known for?

Troy Root has skills like Financial Analysis, Leadership, Investments, Microsoft Office, Microsoft Excel, Sales, Team Leadership, Bloomberg Terminal, Time Management, Public Speaking, Risk Management, Management.

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