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Trevian Wealth Management Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Trevian Wealth Management has about 5 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department.

Find Trevian Wealth Management employees' phone numbers or email addresses

Trevian Wealth Management Global Highlights

Location
Employees

North America
6

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  • 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

Banking is the largest department at 80% of profiles with a known department, followed by Business (20%).

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 are the largest departments at Trevian Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 80% of profiles with a known department, followed by Business (20%).

How many employees does Trevian Wealth Management have currently?

Minus sign iconPlus sign iconTrevian Wealth Management has approximately 5 employees as of October 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 October 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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.

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.

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