Leadership Team

The Leadership Team at TrinityPoint Wealth is responsible for setting the strategic direction and overall vision of the firm. Comprising key executives such as the Managing Partners, CEO, and Chief Operating Officer, this team oversees operational efficiency, compliance, and client relations, while ensuring that the firm’s wealth management services maintain the highest standards of excellence and integrity in the industry. Their collective experience and leadership foster a culture of growth and innovation, driving the firm’s mission to serve individuals, families, and institutions effectively.