WebApr 11, 2024 · Trevian Wealth Management LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 17.6% during the 4th quarter, according to the … WebPhil Swisher is the founder and CEO of Trevian Wealth Management, one of 12 experts who advise the Governor of Massachusetts on innovation, and a mentor for Techstars.Previously, he was the global head of innovation and a senior vice president at Brown Brothers Harriman. Swisher also led a startup financed by the Kraft Group that focused on …
Phil Swisher Professional and Lifelong Learning
WebApr 10, 2024 · Trevian Wealth Management LLC acquired a new stake in Meta Platforms during the 4th quarter valued at $229,000. Finally, Byrne Asset Management LLC acquired a new stake in shares of Meta Platforms in the fourth quarter worth $1,351,000. WebPhil Swisher. Founder & CEO, Trevian Wealth Management. 6d. It is timely to share that we offer cash management services for companies, with our Trevian Cash service, www.treviancash.com We open a ... derek b cornish
Trevian Wealth Management LLC (Form13F-HR) - Benzinga
WebTrevian Wealth Management is a "forever business" that our founder plans to operate for the rest of his working life. With a time horizon of many decades, strategic decisions that are normally complex become simple. In building our team, we only hire people who we would want as mentors for our children. WebTrevian Wealth Management Mar 2024 - Present 2 months. Relationship Manager Fidelity Investments Jun 2024 - Aug 2024 1 year 3 months. New York, New York, United States ... WebApr 13, 2024 · Trevian Wealth Management LLC decreased its holdings in Visa Inc. (NYSE:V – Get Rating) by 10.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,037 shares of the credit-card processor’s stock after selling 123 shares during the quarter. Trevian Wealth Management LLC’s holdings […] chronicles or historical accounts