Our Leadership Team
Personal attention, clear communication, and a passionate drive to earn your trust every single day.
Those are the organizational values and culture our firm is built upon. Prudent investment management is about more than just expertise and insight – it’s about the individual character of each and every team member.
J. Barton Riley, CFAMANAGING PARTNER AND FOUNDER
Jay is the Managing Partner and co-founder of Barton Investment Management. Jay is Barton’s lead portfolio manager, continuing to serve our wonderful client relationships that he built up over his lengthy investment career.
After graduating from the University of Pennsylvania’s Wharton School (BS, Economics) in 1970, Jay joined Kidder, Peabody & Co. in Philadelphia. In 1984, Jay 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, Jay worked with Legg Mason & Co. (which became Citibank Smith Barney). In 2006, Jay opened the independent investment advisory firm of Barton Investment Management, where he happily remains today. In addition to portfolio management, Jay is always on the lookout for the next innovative, younger company investment to add to Barton’s client portfolios.
Jay formerly served as a Director and President of the CFA Society of Philadelphia. He has taught at seminars sponsored by Kidder, Peabody, Alex Brown and the CFA Society. Jay is a resident of Florida while continuing to have a home in Haverford, Pennsylvania. He and his wife, Gretchen, have three adult children and three grandchildren. Jay continues to support his two schools, Phillips Exeter Academy and the University of Pennsylvania. He also actively supports the Episcopal Church, the Salvation Army and the Ludington Library.
H. Barton Riley, CFAPartner and Co-Founder
Having co-founded our firm with Jay, Bart now serves as Director of Research and Portfolio Manager. As director of research, Bart leads our firm’s fundamental research on existing portfolio holdings. Additionally, he manages the firm’s “watchlist” of potential new investments.
After graduating from The University of Pennsylvania with a Bachelor of Arts degree in U.S. History, Bart spent five years as a high-school history instructor, the final four at The Darrow School in New Lebanon, NY. Bart served as a member of Darrow’s Board for ten years. He is President of Psi Upsilon of Philadelphia, and he is a member of the Agawam Council, the governing body of Bart’s childhood summer camp. He is also a class agent for the class of 1995 of Phillips Exeter Academy.
Bart lives in Bryn Mawr, Pennsylvania. He is a CFA charterholder and member of the CFA Society of Philadelphia.
Janna M. Forte
Janna joined Barton Investment Management in September 2016. At Barton, Janna is the Chief Compliance Officer and is responsible for the firm’s overall business operations. She has worked in the investment industry since 1992.
Janna began her career at SEI Investments then spent eight years at Pilgrim Baxter & Associates, followed by Turner Investment Partners and Hirtle, Callaghan & Co. During most of her 25-year career, Janna has specialized in institutional client service and building relationships.
Janna graduated with a Bachelor of Arts degree in Economics and Italian from the University of Notre Dame. She also holds the FINRA Series 65 license. She served as President of the Notre Dame Club of Philadelphia and was the recipient of the Clifford E. Prodehl Person of the Year award. She lives in Wayne with her husband, Fran, and their three children.
Peter Shouvlin joined Barton Investment Management in March 2017 bringing with him 32 years of experience in the financial services industry.
At Barton, Peter is responsible for fundamental research as well as business development. He began his career at Bankers Trust in 1984, initially serving as a credit analyst, transitioning to the investment industry in 1993. Peter has focused on the technology sector as a sell side institutional sales representative and as a buy-side equity analyst.
He graduated from Lehigh University with a Bachelor of Science degree in Finance, and he received an MBA with a concentration in Finance from the University of Chicago. Peter and his wife, Kathy, have five children and reside in Connecticut.
James TatlowBusiness Development
Jim Tatlow joined Barton Investment Management in February 2020 as a member of the business development team. His career in financial services began in Philadelphia at Shearson Lehman Brothers in 1985. He then moved to Alex. Brown & Sons in 1996 where he first met and worked with Jay Riley. Jim’s experience spans middle market institutional sales, corporate and executive services, and private wealth management.
He graduated from the Villanova University School of Business with a Bachelor of Science degree in Finance and has an MBA from Drexel University in Finance. He is a longtime active member of the Villanova Football Club and former member of the Board of Trustees at the Academy of Notre Dame de Namur in Villanova. Jim and his wife, Terry, are residents of Malvern Pennsylvania and have three grown children.
Clare joined Barton Investment Management in January 2012.
At Barton, Clare is responsible for operations and client management. She began her career in the investment industry in 1985 when she joined Dean Witter. After a brief stop at Kidder Peabody in 1989, Clare moved to Alex Brown where she worked until 1994.
In 1994 she moved to Florida with her family where she worked for Dean Witter and its successor firms until 2007. At Dean Witter Clare served in various capacities including Registered Sales Assistant, Producing Branch Manager Assistant and Junior Partner of an investment team.
For five years Clare focused on being a mother to her young daughter. Clare and her family moved back to the Philadelphia area, and she joined the Barton team in 2012. Clare resides in Downingtown with her husband, Ed, and their daughter.