What departments does Trivium Point have?

Trivium Point has employees across 4 departments including Analytics, Finance, Administrative, Accounting.

What is the largest department at Trivium Point?

The largest department at Trivium Point is Finance with 4 employees.

Where are Trivium Point employees located globally?

Trivium Point has employees across 1 continents and 1 countries including United States Of America.

How has Trivium Point's team size changed over time?

Trivium Point's team has grown from approximately 28 to 31 employees based on available data.

Trivium Point Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Trivium Point is a financial services firm based in Westport, Connecticut. It serves executive leaders and proven entrepreneurs who seek to expand financial opportunity while confronting greater risk and complexity. The firm combines financial decisions into a cohesive wealth strategy tailored for business owners and executives, drawing on in-house technical experts to support implementation.

Securities and advisory services are offered through LPL Financial, with Trivium Point Advisory and LPL Financial operating as separate entities. Tax and accounting services are provided by Trivium Point Advisory LLC. In January 2024, the firm expanded its tax and accounting capabilities through the merger with Lyons & Lyons, CPAs, broadening its offerings to accompany its wealth management and financial planning services.

Trivium Point Global Highlights

North America
45

United States Of America
45

Trivium Point's Leadership

J. W.
Chief Of Staff
Mobile Phone
Email
G. G.
Co-Founder, Managing Partner, Advisor
Mobile Phone
Email
R. P.
Managing Partner
Mobile Phone
Email
L. R.
Managing Partner
Mobile Phone
Email
D. H.
Managing Partner
Mobile Phone
Email
Z. E.
Senior Wealth Partner
Mobile Phone
Email
C. C.
Managing Director
Mobile Phone
Email
A. H.
Relationship Manager & Financial Analyst
Mobile Phone
Email

Trivium Point Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other
Sales

Contact profiles from Trivium Point

Name

Title

Contact Info

Location

Last Update

E. S.
Tax Manager
Mobile Phone
Email
United StatesMichigan
Apr 23, 2026
N. B.
Relationship Manager
Mobile Phone
Email
United StatesConnecticut
Mar 05, 2026
T. C.
Relationship Manager
Mobile Phone
Email
United States
Mar 05, 2026
L. B.
Relationship Manager
Mobile Phone
Email
Jun 01, 2026
V. Z.
Tax Relationship Manager
Mobile Phone
Email
United StatesNew York
May 29, 2026
K. M.
Relationship Manager
Mobile Phone
Email
United StatesNew York
Apr 14, 2026
A. H.
Relationship Manager & Financial Analyst
Mobile Phone
Email
Oct 21, 2024
F. M.
Relationship Manager
Mobile Phone
Email
Oct 21, 2024
J. M.
Relationship Manager
Mobile Phone
Email
Oct 17, 2024
S. H.
Senior Wealth Advisor
Mobile Phone
Email
United States
Jun 25, 2026

Frequently Asked Questions

What is Trivium Point known for?

Trivium Point operates in the Financial Services industry. The company's main headquarters is located in 315 Post Road West Suite 2a Westport, Connecticut 06880 United States. Explore Trivium Point's company overview page for more information.

What is Trivium Point's most common email format?

Trivium Point employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trivium Point email formats with LeadIQ.

How many employees does Trivium Point have currently?

Trivium Point has approximately 38 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Trivium Point's key employees and leadership?

As of June 2026, Trivium Point's key employees include:

Chief Of Staff: J. W.
Co-Founder, Managing Partner, Advisor: G. G.
Managing Partner: R. P.
Managing Partner: L. R.
Managing Partner: D. H.

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Trivium Point Employee Directory

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