General Investing >> Money Manager Interviews >> February 20, 2012

A Catholic Overlay on Socially Responsible Investing – Sam Saladino – Trinity Fiduciary Partners, LLC

Sam Saladino is Chief Executive Officer of Trinity Fiduciary Partners, LLC. He has 15 years of experience managing assets for retail clients. Early in his career he developed a large, successful financial planning practice under the Ameriprise platform. His success lead him to become a District Manager responsible for recruiting, training and developing new financial advisers while managing his own personal practice. He sold his practice and established Trinity Fiduciary Partners as a Registered Investment Advisor in January 2005. Mr. Saladino currently serves as Portfolio Manager and primary Spokesperson for the Epiphany Funds. As such, he has appeared in several national media outlets, including Time, Barron's, the National Catholic Register and a variety of local Catholic radio programs. Mr. Saladino is a graduate of Baylor University. He is a Member of Legatus and the Knights of Columbus. He holds FINRA Series 7 and 65 licenses and is a Certified Financial Planner. He serves as a Portfolio Manager for the Epiphany FFV Fund, Epiphany FFV Focused Fund and the Epiphany FFV Strategic Income Fund. Profile
TWST: Please introduce us to Trinity Fiduciary Partners with a brief history and overview of the firm.

Mr. Saladino: Trinity Fiduciary Partners was started in 2005 and originally was just doing