He leverages his CIMA certification and over 27 years of experience in the finance and investment industry to help his clients achieve their unique goals and optimize their wealth.
Before joining Choreo in November of 2023, Trevor co-founded and led two successful companies: COSYNTRIS Advisory Network, a full-service registered investment adviser that offers cutting-edge technology, flexible practice models, and collaborative culture to its partners; and ACM Wealth Solutions, a full-service wealth management and family office that provides 360-degree support to families with assets above $5 million. Trevor also has extensive experience working with high-profile clientele, including professional athletes, in the corporate broker-dealer environment. His specialties include portfolio construction, asset allocation, performance monitoring, lending, estate planning advice, and banking services. He is passionate about delivering the highest level of service, quality, and innovation to his clients and strategic partners.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS