Partner, Senior Wealth Manager
BA in Economics and Religion, Colorado College
- Katana Investment Advisors, Founder and Senior Advisor
- Ronin Capital, Wealth Advisor and Trader
Trevor began his career at RMB as an advisor in the Chicago office in 2013, and today he serves as the senior wealth manager of the Milwaukee office. Prior to working for RMB Capital, Trevor ran his own registered investment advisor business, worked in a family office, and was a quantitative-based futures trader. He was made a partner of RMB Capital in 2022 and looks forward to spending the rest of his career mentoring other advisors and serving the great clients of RMB Capital. Trevor’s background and experience at RMB have led him to focus on the most complex family estate issues that private clients face. He has a passion for learning and coaching the next generation of advisors on his team.
Trevor and his wife and three daughters live in Hartland, WI, where they enjoy golfing and skiing as a family. He serves on the local Young Life committee, is an active member of his church, and enjoys building lasting relationships in his local community.
Trevor earned his BA in religion and economics from Colorado College and is a CERTIFIED FINANCIAL PLANNER™ professional.
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