Jennifer Trowbridge, CFA ®

Co-Founder & Portfolio Manager

With over 20 years of experience in the investment industry, Jennifer offers clients a wealth of specialized knowledge as well as highly personalized care and attention. She has focused her career on developing fixed income investment strategies for public entities and other agencies. Jennifer co-founded RedTree Investment Group in 2014 and oversees the implementation of each client’s specific investment strategy and portfolio risk management.

Prior experience

+ Baird Public Investment Advisors, Vice President and Portfolio Manager

+ Renaissance Investment Management, Director of Client Services

+ Fifth Third Asset Management, Assistant Vice President

Speaking Engagements

Jennifer regularly presents at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). Jennifer’s speaking topics include:

+ Economic outlook

+ Interest Rates

+ Ohio Revised Code (ORC) Chapter 135 Allowable Investments

+ The Federal Reserve

Education

+ Master of Business Administration, Xavier University

+ Bachelor of Science in Finance, Xavier University

Certifications

+ Chartered Financial Analyst (CFA©)

+ Series 7, 66 (inactive)

Organizational & Community Involvement - Present

+ Ohio Association of School Business Officials, Foundation Board member

+ Big Brothers Big Sisters, Mentor

+ Deaconess Associations, Inc., Investment Committee member

+ EO – Cincinnati, Board member

+ Williamstown Lake Association, Board member

+ Xavier University Women of Excellence Council member

+ Xavier University President’s Advisory Council member

+ Xavier University Mentorship Program, Mentor

Organizational & Community Involvement - Past

+ The Children’s Theatre of Cincinnati, Board & Investment Committee member

+ Michigan Women in Finance, Board member

+ CFA Society of Cincinnati, President and Trustee

Personal

A native of Lima, OH, Jennifer lives in Montgomery (Cincinnati) with her husband Todd, their middle school aged son Ty, and two dogs. She enjoys cheering on the Cincinnati Bengals, fostering dogs through the Cincinnati Lab Rescue, and reading suspense novels.