• Trevor is an Investment Advisor with more than 15 years of experience spanning private wealth management, strategy consulting, mergers and acquisitions, and executive leadership. His experience at Goldman Sachs, Deloitte Consulting, and a private equity-backed enterprise software company has shaped his disciplined approach to portfolio construction, capital allocation, and investing across public, private, and alternative asset classes.
• Trevor previously worked in Goldman Sachs Private Wealth Management, supporting investment advisory and portfolio management for ultra-high-net-worth families and institutional clients.
• Prior to joining Paragon, Trevor served as Vice President of Strategy at a private equity-backed enterprise software company, where he led strategy and mergers and acquisitions while partnering with executive leadership, the board of directors, and investors on corporate development and long-term growth initiatives.
• Earlier in his career, Trevor advised Fortune 500 companies at Deloitte Consulting on growth strategy, business transformation, and mergers and acquisitions. Trevor also continues to advise founders and CEOs on financial strategy and mergers and acquisitions.
• Trevor earned an MBA from the Wharton School of the University of Pennsylvania and a Bachelor of Science in Engineering from the University of Michigan. He is a Series 65 Registered Investment Advisor.
• He lives in Las Vegas with his wife, Tracy. Outside of work, Trevor enjoys playing ice hockey, golfing, and racing in triathlons.

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