Jennifer Trowbridge has been Managing Principal of Kindred Spirits Investment Management since May 2014, is a control person of the firm and directly owns between 25% and 50% of it. Jennifer Trowbridge holds a Master of Business Administration from Xavier University and a Bachelor of Science in Finance from Xavier University.
Kindred Spirits Investment Management, LLC is a Cincinnati, OH firm with $9.68B under management, 373 clients and 5 advisers in one office, as of its February 2026 filing.
Jennifer Trowbridge is Co-Founder and Portfolio Manager of RedTree Investment Group. Trowbridge cultivates a culture of efficiency and collaboration across departments. Before co-founding RedTree, Trowbridge's work included positions at Baird Public Investment Advisors, Renaissance Investment Management, and Fifth Third Asset Management.
Jennifer Trowbridge’s longest registration is the current one, 12 years at Kindred Spirits Investment Management since 2014. Before joining Kindred Spirits Investment Management in 2014, Jennifer Trowbridge was registered through Robert W. Baird & Co. Incorporated and Renaissance Investment Management.
- Redtree Investment GroupCurrent– present · 12 yearsCincinnati, OH · Adviser representative · Firm CRD 171615
- Robert W. Baird & Co. Incorporated– · 6 yearsCincinnati, OH · Adviser representative · Firm CRD 8158
- Renaissance Investment Management– · under a yearCincinnati, OH · Adviser representative · Firm CRD 105916
Professional designations
Listed by Kindred Spirits Investment Management
- Chartered Financial Analyst (CFA)®
Investment adviser representative registrations
Jennifer Trowbridge is registered as an investment adviser representative in Ohio, since July 2014.
- OhioSince 16 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 June 2012 |
| Series 7 | General Securities Representative Examination | 11 January 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Carey Trowbridge
- CRD
- 3000281
- Firm
- Kindred Spirits Investment Management · CRD 171615
- Role
- Managing Principal
- Office
- 5050 SECTION AVENUE, SUITE 420, Cincinnati, OH 45212
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- redtreeinvestmentgroup.com
Where does Jennifer Trowbridge work?
Jennifer Trowbridge has been Managing Principal of Kindred Spirits Investment Management, LLC since May 2014, and is a control person of the firm.
Is Jennifer Trowbridge a financial advisor?
Yes. Jennifer Trowbridge has a current investment-adviser registration in Ohio, through Kindred Spirits Investment Management since July 2014.
How many years of experience does Jennifer Trowbridge have?
Jennifer Trowbridge has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Jennifer Trowbridge passed?
Jennifer Trowbridge has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2000.
Where did Jennifer Trowbridge work before Kindred Spirits Investment Management?
Before Kindred Spirits Investment Management, Jennifer Trowbridge was registered through Renaissance Investment Management, September 2007 to January 2008.
Where is Jennifer Trowbridge based?
Jennifer Trowbridge’s registered office is in Cincinnati, OH.
Is Jennifer Trowbridge registered with FINRA?
No. Jennifer Trowbridge has no current broker registration.
Is Jennifer Trowbridge a CFA charterholder?
Kindred Spirits Investment Management lists Jennifer Trowbridge with the CFA credential (“Chartered Financial Analyst (CFA)®”) on its website. CFA Institute confirms certification status.
Source: Jennifer Trowbridge, CFA biography, redtreeinvestmentgroup.com
How can I verify Jennifer Trowbridge’s record?
Search CRD 3000281 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Trowbridge’s full registration record.
