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Greater Boston Area United States

Founder & CEO, Trevian Wealth Management

Finance / Banking / Insurance

I lead a wealth management firm that is focused on entrepreneurs and entrepreneurial corporate executives. Our service model is comprehensive - we focus on everything that is important to a client's personal finances, and we believe that your personal finances are a complex optimization function, where all of the components are interconnected and every component is important. I'm also currently a Techstars mentor, an innovation advisor to the CEO of the Perkins School for the Blind, and I teach an executive education class on innovation and strategy at Harvard. Previously, I was the founder and leader of the innovation team at Brown Brothers Harriman, where we built great enterprise...