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Trevian Wealth Management
Trevian Wealth Management is a wealth management firm that focuses on optimizing the personal finances of entrepreneurs and investors, with an unlimited scope...
Overview
Trevian Wealth Management is a wealth management firm that focuses on optimizing the personal finances of entrepreneurs and investors, with an unlimited scope personal CFO business model. They offer high-quality independent advice on personal finances and take pride in fulfilling their fiduciary responsibility. The firm is independent, entirely founder-owned, and receives compensation only from clients. They favor low-cost index funds and passive ETFs and advise at major life inflection points.
General information
Firm type
Private Equity
Year founded
2021
Location
Region
North America
Country
United States
City
Weston
Corporate office
Weston, FL, United States
Principals
Phil Swisher
founder and CEO
Cathy Hession
Senior Vice President; leads client service and trading
Nat Jovanovic
Senior Vice President; leads Business Innovation and Chief Digital Officer
Dan Hession
Vice President; leads portfolio analysis and strategy
Michelle Quinn
Vice President of Client Service & Operations
Sector focus
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