Trevor joined Geometric Wealth Advisors in 2022 and became a Partner in 2026. He spent several years in the healthcare and consulting sectors, starting his career at Boston Consulting Group (BCG) and then working in a strategy & operations role at Mount Sinai Health Partners. With a longtime passion for personal finance, he moved into wealth management to build deep relationships with clients and elevate the quality of advice available to his peers.
Trevor specializes in serving Partners at Bain & Company, Partners & Managing Directors at Boston Consulting Group, and private equity professionals.
Trevor lives in New York City with his wife and their two young sons. He enjoys their Upper East Side neighborhood, hosting friends and family, training Brazilian jiu-jitsu, and hiking and camping nearby.