Sukesh Pai, Cfa Email & Phone Number

Sukesh Pai is the founder and Principal of Trillium Square Advisors LLC, a registered investment adviser in the State of North Carolina. 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. Sukesh works with individual investors and families with careers primarily in the technology industry. 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.At Trillium Square, his mission is to identify dreams and aspirations of his clients so he can help them structure their finances to achieve their dreams. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar.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.

Listed skills include Sdlc, Product Management, Project Management, Risk Management, and 11 others.