Jay Riley
Chief Executive Officer at Barton Investment Management LLC
Profile
Mr. John B.
Riley, CFA, is a Managing Partner & Founder at Barton Investment Management LLC.
He is Barton’s lead portfolio manager, continuing to serve our wonderful client relationships that he built up over his lengthy investment career.
He joined Kidder, Peabody & Co. in Philadelphia.
In 1984, he began a twenty-year affiliation with Alex.
Brown & Sons (and its successor firms) where he was privileged to serve as a member of the firm’s Investment Committee.
This committee, working with the firm’s Research Department, had a remarkable record of out-performance (versus general market indices).
From 2004 to 2006, he worked with Legg Mason & Co. (which became Citibank Smith Barney).
He graduated from the University of Pennsylvania’s Wharton School (BS, Economics) in 1970.
Jay Riley active positions
| Companies | Position | Start |
|---|---|---|
Barton Investment Management LLC
 Barton Investment Management LLC Investment ManagersFinance Barton Investment Management LLC (Barton Investment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2006 by John Riley and H. Barton Riley. Barton Investment provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and other business entities. | Chief Executive Officer | 2006-06-30 |
Former positions of Jay Riley
| Companies | Position | End |
|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 2006-05-30 |
The Salvation Army (New York)
 The Salvation Army (New York) Investment Trusts/Mutual FundsMiscellaneous The Salvation Army provides social services. It offers food for the hungry, relief for disaster victims, assistance for the disabled, outreach to the elderly and ill, clothing and shelter to the homeless, and opportunities for underprivileged children. The company is headquartered in West Nyack, NY. | Corporate Officer/Principal | - |
| Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Training of Jay Riley
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Barton Investment Management LLC
Barton Investment Management LLC Investment ManagersFinance Barton Investment Management LLC (Barton Investment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded in 2006 by John Riley and H. Barton Riley. Barton Investment provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates and other business entities. | Finance |
| Legg Mason & Co. LLC (New York) | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
| Alex. Brown & Sons, Inc. | Finance |
The Salvation Army (New York)
The Salvation Army (New York) Investment Trusts/Mutual FundsMiscellaneous The Salvation Army provides social services. It offers food for the hungry, relief for disaster victims, assistance for the disabled, outreach to the elderly and ill, clothing and shelter to the homeless, and opportunities for underprivileged children. The company is headquartered in West Nyack, NY. | Miscellaneous |
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