Managing Director

Specializing in the sports and entertainment industries and high net worth strategies, Trevor draws on more than two decades of financial and investment experience to guide clients through every aspect of their lives, including major life events and generational wealth transfer. As a regular CNBC.com contributor, he has proven himself as a valued authority on wealth management for professional athletes and the ultra high net worth.

By taking a holistic approach to advising where knowledge and empathy intersect, Trevor’s financial strategies adapt as his clients’ career and personal needs change. From initial contract signings to international tax planning and beyond, he always goes the distance for the people he serves. 

Trevor graduated from the Sigmund Weiss School of Business at Susquehanna University with a bachelor’s degree in business administration and a concentration in Finance and Portfolio Management, and has been advising clients since 2003. He holds Series 7 and 66 registrations through LPL Financial, plus life, health, and long-term care insurance licenses. 

When not in a clients arena, stadium, or board room, Trevor can be found fox hunting, horseback riding, watching Sunday polo matches, or weekends down the shore with his wife and three daughters. As an avid horsemen and supporter of land conservation, Trevor often supports education on the importance of land conservancy in Chester County, PA. As a dedicated community member, he also sits on the Board of Director for the Thorncroft Equestrian Center (a facility focused on therapeutic riding programs for the disabled and war veterans) and the Devon Horse Show Foundation.