Trevor Charlston plays a direct role in crafting the firm’s investment thesis, while simultaneously growing relationships with top tier RIAs, hedge funds, private equity firms, and family offices across the country. Trevor’s expertise lies in combining tax-efficient investments with comprehensive financial planning solutions, thus providing the necessary foundations for long-term wealth accumulation and financial security.
Current role
Director of Client Services at Tekcapital Plc
Director of Client Services at Enterprise Solutions Providers
Director of Client Services at Steller
Director of Client Services at Jun Group
Director of Client Services at Global Telesourcing