Prior to joining Northwood, Trevor was Executive Vice President for a boutique asset manager, BloombergSen Investment Partners, where he was primarily responsible for client services. Spanning three continents, Trevor has extensive experience in asset allocation, manager research & selection, portfolio construction, marketing, and client relationship management. Trevor began his family office career with one of Europe’s leading private investment offices, Stanhope Capital in the United Kingdom, where he was a Senior Director managing discretionary multi-asset class portfolios for global families located in multiple jurisdictions around the world. Since moving to Canada in 2013, Trevor has also held senior positions at BNY Mellon Wealth Management and Leith Wheeler Investment Counsel, working with high-net-worth families and institutions across Canada.
Trevor holds the Chartered Investment Manager (CIM) designation. He has a Bachelor of Business Science (Hons) degree in Finance from the University of Cape Town. Trevor is a Board Member of the Canadian Friends of Shalva Israel Association, and he is a Corporation Member of Pickering College School in Newmarket, Ontario. Trevor is also an adviser to a UK registered company, Offgrid Finance, which provides clean technology financing solutions to SMEs in Emerging Markets.
In his spare time, Trevor enjoys spending time with his wife and three young children, playing golf and tennis and you might find him skiing very poorly on the bunny hills.
Bachelor of Business Science (B.Bus.Sc) in Finance (Hons), University of Cape Town
Less than 1 year