Trivest Investment Advisors LLC

Trivest Investment Advisors, LLC is a Delaware based Limited Liability Company with 24 employees, including 20 advisors. Although the number of clients served by the firm isn't available, it is noteworthy that the SEC has approved Trivest's registration since 2012.

• ANDREW RUSS WILSON

  PARTNER owns more than 10% but less than 25%

• DANIEL FRANCIS ROGAN

  VP OF FINANCE owns less than 5%

• DAVID AARON GERSHMAN

  CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• FOREST TOMLINSON WESTER

  PARTNER owns more than 10% but less than 25%

• JON EDWARD ELIAS

  PARTNER owns more than 10% but less than 25%

• JORGE ALBERTO GROSS

  PARTNER owns more than 10% but less than 25%

• TODD VERNON JERLES

  CHIEF OPERATING OFFICER owns less than 5%

• TROY DAVID TEMPLETON

  MANAGING PARTNER owns more than 10% but less than 25%

• CITIBANK, N.A.
  United States

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