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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.
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Director & ShareholderAd Fontes Media Apr 2023 - PresentDenver, Co, Us* Media ratings company.* Training AI on bias and reliability. * Funding quality journalism. * Teaching media literacy. -
Portfolio ManagerGarda Capital Partners Jul 2019 - Feb 2023Wayzata, Minnesota, Us -
Associate Portfolio ManagerGarda Capital Partners Jan 2019 - Jun 2019Wayzata, Minnesota, Us -
AnalystGarda Capital Partners Nov 2017 - Jan 2019Wayzata, Minnesota, Us -
Trading AssistantGarda Capital Partners Mar 2016 - Nov 2017Wayzata, Minnesota, Us -
Investment Committee Board Member (Non-Voting)Central Michigan University Development Board Nov 2014 - Dec 2015Mt. 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. -
Chief Investment Officer/Leader Of RestructuringStudent 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.
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Mergers & Acquisitions And Venture Capital InternCharter Capital Partners May 2015 - Aug 2015Grand 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. -
Valuation Analyst For Mergers & Acquisitions CaseAssociation For Corporate Growth Feb 2015 - Feb 2015Chicago, 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. -
Financial Advisor InternNorthwestern Mutual May 2013 - Aug 2014Milwaukee, 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. -
Investing And Trading For College StudentsCboe Jul 2013 - Jul 2013Chicago, 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. -
Branch ManagerYoung Entrepreneurs Across America Jun 2012 - Aug 2012Shelby 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
Troy Root Education Details
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Central Michigan UniversityFinance
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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