Managing Director, Portfolio Manager

‚ÄčTrevor has over 16 years of investment management experience. Prior to joining Wellesley Investment Partners, Trevor was the Director of Research at Limbic Investment Research. Limbic focused on the development of rules-based investing strategies driven by research in behavioral finance. Prior to Limbic, Trevor held senior analyst and portfolio manager positions at institutional and private client investment managers including Echo Bridge Capital, Essex Investment Management, Merrill Lynch, and GLG Partners, one of the largest alternative asset managers in the world. He earned a Bachelor of Sciences degree in Finance from the McDonough School of Business at Georgetown University. Trevor lives in Wellesley with his wife and three children. He enjoys traveling with family, coaching youth soccer, skiing, and volunteering for Cradles to Crayons and Special Olympics. Trevor can be reached at