Trevor focuses exclusively on the sports and entertainments industries, and the liquidation events of high-net-worth clients of the Steeplechase practice. Since 2003, he has been advising clients through every aspect of their lives, but the relationship he builds offers his clients much more than just financial advice. Trevor manages his clients’ portfolios by understanding their unique situations, goals and risks. He then customizes each strategy specifically to their individual needs, utilizing a variety of investment strategies ranging from stocks, bonds, options, mutual funds and alternative investments.
Trevor focuses extensively on building the proper team of specialists around each of his clients to help guide them in various stages of their financial life, ranging from a client signing their first contract, to a family selling their privately held business. His deep experience, empathy and guidance through these major life-changing events is what sets him apart from other financial advisors. In addition to managing each client’s portfolio of investments, Trevor and his team incorporate sophisticated planning strategies to help ensure their clients and heirs are financially secure. Trevor prides himself on trust and integrity which he believes his clients can see on a regular basis when building a relationship with him as their trusted advisor.
Trevor is a graduate of Susquehanna University where he attended the Sigmund Weis School of Business. He earned a bachelor’s degree in business administration with an emphasis in finance. The core of Trevor’s coursework concentrated on investment analysis and portfolio management with a focus on asset allocation. In 2003, Trevor joined RBC Wealth Management where he uses his education in wealth management to help his clients achieve stability throughout market cycles as well as life changes. Trevor and his team are part of RBC Wealth Management’s prestigious Private Wealth Group and Sports and Entertainment Group. Trevor is also a designated international financial advisor due to his extensive cross border experience advising athletes and entertainers. Trevor was also named to the RBC Wealth Management’s President Council and is a member of the firms Consulting Group, which recognizes financial advisors for their achievement in building and maintaining consultative, fee-based businesses. He holds Series 7 and 66 securities licenses and life, health and long-term care insurance licenses.
Trevor resides in Chester County, Pennsylvania, with his wife, and their three daughters and two rescued Great Pyrenees. An avid horseman and advocate of the country lifestyle, Trevor enjoys spending his free time involved in equestrian sports, predominately foxhunting. Serving as a whipper-in for his hunt and having been awarded his colors, Trevor believes strongly about preserving open space and land conservation. When not at the barn or in the hunt field, he and his family enjoy sailing the Chesapeake Bay. Trevor has a strong belief in giving back to the local community. Currently, he serves on the board of Thorncroft, a local equestrian facility focused on therapeutic riding programs for the disabled and war veterans. Most recently he was appointed to serve on the board of the Devon Horse Show Foundation.