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Trillium Square Advisors specialize in providing wealth management services for entrepreneurs and business professionals. We are passionate about planning and we obsess about investment ideas.
We are a fiduciary to our clients. If there is a financial product out there that may benefit our clients, we want to know more about it, see if it will bring benefits to our clients. We employ cutting edge programming and machine learning tools to continually improve our quantitative investment strategies.
We partner with clients who recognize that managing wealth is a continual process. They value our expertise so they can pursue their dreams.
Trillium Square Advisors is founded and managed by Sukesh Pai, CFA. With over 20 years of broad industry experience, Sukesh brings fresh perspective from different disciplines such as engineering and design to the financial advisory service. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making.
He is very active in the local business community. He has been on the board of the Financial Planning Association (FPA), Triangle chapter for the last several years and has been the President during the year 2022. He also mentors and teaches for the TiE Young Entrpreneurs (Tye) program hosted by TiE Carolinas for high school students to foster entrepreneurship.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 423 Peaslake Ct, Rolesville,north Carolina 27601,united States
- Industry
- Investment Management
- Website
- http://www.trilliumsquare.com
- HQ
- Rolesville, North Carolina
Trillium Square Advisors Llc Questions
Trillium Square Advisors LLC's website is http://www.trilliumsquare.com
Trillium Square Advisors LLC's LinkedIn profile is https://www.linkedin.com/company/trilliumsquare
Trillium Square Advisors LLC has
4 employees.
View email and phone details for 4
employees at Trillium Square Advisors LLC.
Trillium Square Advisors LLC's industry is
Investment Management
Trillium Square Advisors LLC's top competitors are
Fpa Of The Triangle,
Front Porch Venture Partners,
Pathward,
The Chemists Club,
Nomura,
Murano Corporation,
Riskspan,
Qms Capital Management Lp,
Tie Carolinas,
Truist.
Trillium Square Advisors LLC's categories are Investment Management
Trillium Square Advisors LLC's founding year is 2018
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Michelle Davis, CPA/PFS
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Raleigh-Durham-Chapel Hill Area, United States1michelledaviscpa.com -
Harshil Ashit Zaveri
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Samuel Miesmer
Financial Services
Durham, North Carolina, United States, United States1gmail.com
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