Joined Curi Capital
January 2013
Education
- BA in Economics and Religion, Colorado College
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Katana Investment Advisors, Founder and Senior Advisor
- Ronin Capital, Wealth Advisor and Trader
Letters
Bio
Trevor began his career at Curi Capital as an advisor in the Chicago office in 2013, and today he serves as the senior wealth manager of the Milwaukee and Chicago Western Suburbs offices. Prior to working for Curi Capital, Trevor ran his own registered investment advisor business, worked in a family office, and was a quantitative-based futures trader. He was named partner in 2022 and looks forward to spending the rest of his career mentoring other advisors, introducing new families to his teams of talented advisors, and serving great clients. Trevor’s background and experience at Curi Capital have led him to focus on succession planning and complex estate issues. He has a passion for learning and coaching the next generation of advisors on his team.
Trevor, his wife and their 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.