Trevian Wealth Management

Established in 2015 and located near Boston, Trevian Wealth Management is a wealth management firm providing investment advisory services as part of their comprehensive financial planning. Their services include asset allocation and location strategies, alongside management of various asset types such as carried interest, private company stock, restricted stock, and stock options. They also offer advice on real estate and trust management, integrating investment considerations within broader financial, tax, and estate planning.

This institution is a global alternative asset manager with a multi-decade track record across private markets. The firm invests on behalf of institutional partners through a family of strategies spanning several asset classes and regions. Its teams operate from offices around the world, working with investors and portfolio companies over long holding periods. Subscribe for the full profile, background and analysis.

Name	Job title	Location	Email
Key Contact Ms. Cathy Hession	Job titleSenior Vice President	LocationWeston, United States	Email-----------
Mr. Dan Hession	Job titleVice President	LocationWeston, United States	Email-----------
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