TrestleBridge Capital Employee Directory

Financial ServicesUnited States2-10 Employees

TrestleBridge Capital blends disciplined investment management with personalized financial planning to help clients confidently navigate changing markets. With offices in Boston, Canton, and Texas, we take a tactical, research-driven approach focused on protecting capital while supporting long-term growth.
We design portfolios that work in real life—not just on paper. Since every client’s situation is unique, we prioritize risk management, cash flow planning, and aligning investments with your evolving goals. Our commitment to transparency and clear communication ensures thoughtful, tailored decisions every step of the way.

Securities offered through LPL Financial, member FINRA/SIPC (www.finra.org, www.sipc.org). Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and TrestleBridge Capital are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with -----residents of the following states: AZ, CA, CO, IL, MA, MD, ME, MI, MO, NC, NH, NM, NY, RI, TX, VA, VT.

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