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Trevian Wealth Management Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Trevian Wealth Management is a registered investment advisor based in Weston, Massachusetts. The firm focuses on investment management with a specialty in optimizing the personal finances of entrepreneurs and investors. It provides independent financial guidance and adheres to fiduciary duties in serving clients.

It treats personal finances as an interconnected optimization problem that requires ongoing attention as life circumstances change. In selecting an advisor, the firm advocates evaluating ethics, values, and intellectual alignment to ensure the partner understands the client's goals and discipline. The company operates within the investment management industry, aiming to support clients who have built wealth through entrepreneurship or investing.

Find Trevian Wealth Management employees' phone numbers or email addresses

Trevian Wealth Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Trevian Wealth Management's Leadership

  • Cdo / Svp Business Innovation at Trevian Wealth Management
    N. J.
    Cdo / Svp Business Innovation
    Mobile Phone
  • Founder & Ceo at Trevian Wealth Management
    P. S.
    Founder & Ceo
    Mobile Phone
  • Vice President at Trevian Wealth Management
    M. Q. R.
    Vice President
    Mobile Phone
  • Vp, Portfolio Analysis & Strategy at Trevian Wealth Management
    D. H.
    Vp, Portfolio Analysis & Strategy
    Mobile Phone
  • Senior Vice President - Head Of Client Services & Operations at Trevian Wealth Management
    C. H.
    Senior Vice President - Head Of Client Services & Operations
    Mobile Phone

Trevian Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Trevian Wealth Management

Name
Title
Contact
Location
Last Update
  • Founder & Ceo at Trevian Wealth Management
    P. S.
    Founder & Ceo
    Mobile Phone
    United States, Massachusetts
    Jan 27, 2026
  • Cdo / Svp Business Innovation at Trevian Wealth Management
    N. J.
    Cdo / Svp Business Innovation
    Mobile Phone
    United States, Massachusetts
    Jan 29, 2026
  • Vice President at Trevian Wealth Management
    M. Q. R.
    Vice President
    Mobile Phone
    United States, New York
    Dec 03, 2025
  • Vp, Portfolio Analysis & Strategy at Trevian Wealth Management
    D. H.
    Vp, Portfolio Analysis & Strategy
    Mobile Phone
    United States, Florida
    Jun 02, 2026
  • Senior Vice President - Head Of Client Services & Operations at Trevian Wealth Management
    C. H.
    Senior Vice President - Head Of Client Services & Operations
    Mobile Phone
    United States, Massachusetts
    Dec 03, 2025

Frequently Asked Questions

What is Trevian Wealth Management known for?

Minus sign iconPlus sign iconTrevian Wealth Management operates in the Investment Management industry. Explore Trevian Wealth Management's company overview page for more information.

What is Trevian Wealth Management's most common email format?

Minus sign iconPlus sign iconTrevian Wealth Management employees' email format typically follows the pattern of First@trevianwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Trevian Wealth Management email formats with LeadIQ.

How many employees does Trevian Wealth Management have currently?

Minus sign iconPlus sign iconTrevian Wealth Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Trevian Wealth Management's key employees and leadership?

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As of August 2026, Trevian Wealth Management's key employees include:

  • Cdo / Svp Business Innovation: N. J.
  • Founder & Ceo: P. S.
  • Vice President: M. Q. R.
  • Vp, Portfolio Analysis & Strategy: D. H.
  • Senior Vice President - Head Of Client Services & Operations: C. H.

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