Trevian Wealth Management Management Team
Contact top employees from
Trevian Wealth Management
Summary
About Us
Trevian Wealth Management is a Registered Investment Advisor that focuses on optimizing the personal finances of entrepreneurs and investors.
In a Sentence
We s...Show more
Industries
Investment Management
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Management, Investment Management, Personal Financial Management
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Trevian Wealth Management shows a diverse range of experience levels:
17% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years33% for 8–10 yearsContact top employees from
Trevian Wealth Management
Nat Jovanovic
CDO / SVP Business Innovation
Michelle Quinn
Vice President
Cathy Hession
Senior Vice President - Head of Client Services & Operations
Phil Swisher
Founder & CEO
Dan Hession
VP, Portfolio Analysis & Strategy
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FAQ
Trevian Wealth Management operates in the Investment Management industries. More details can be found on the official website: trevianwealth.com.
The headquarters of Trevian Wealth Management are located in Weston, United States.
Trevian Wealth Management currently employs 1-10 people.
