Managing Director, Portfolio Advisory
Trevor is a Managing Director on the Portfolio Advisory team and has over 23 years of investment experience working with multi-asset investment portfolios, including alternative and traditional asset classes. He is responsible for alternative investment programs in the Americas and focuses on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across alternative investment programs.
Prior to joining Aksia in 2021, Trevor was a Senior Consultant at AndCo Consulting, where he was responsible for working with institutional clients on the development, implementation, monitoring of multi-asset, multi-strategy investment portfolios. This included the development of private market portfolio allocations from the initial portfolio asset allocation decisions to investment portfolio pacing models to manager selection/sourcing and ongoing oversight. Before that, Trevor spent over 17 years working at various investment firms including as a Senior Consultant at Summit Strategies Group, Senior Client Manager at Wilshire Associates, and Manager of Investments at Harris myCFO, a Bank of Montreal/Harris Bank subsidiary. Prior to that, Trevor was an equity analyst at a financial news start-up in Silicon Valley and held other media/technology positions. He currently serves on the Affiliate Committee for the State Association of County Retirement Systems (SACRS).
Trevor graduated from the University of California, Berkeley with a BA in International Relations, Economic Structure and Development in Asia and Latin America.