Trevor W. Sharp, Cima

Trevor W. Sharp, Cima Email and Phone Number

Wealth Advisor for high net worth individuals and families @ Freestone Capital Management
Trevor W. Sharp, Cima's Location
Greater Seattle Area, United States, United States
Trevor W. Sharp, Cima's Contact Details

Trevor W. Sharp, Cima work email

Trevor W. Sharp, Cima personal email

n/a
About Trevor W. Sharp, Cima

Trevor is a dedicated advisor with over two decades of experience guiding individuals and families through financial markets. Influenced by his upbringing in South America, he brings a unique global perspective to personal finance. He approaches each client interaction with genuine care, creativity, and a relentless commitment to their success.EducationTrevor earned a B.A. in Business Administration (Finance) from Seattle Pacific University. He holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at University of Pennsylvania.Outside FreestoneTrevor lives in Edmonds, Washington with his wife Lindsey and their three children. When not at the office, he can be found cheering his kids on from the sideline, boating on the Puget Sound, or traveling with friends and family.

Trevor W. Sharp, Cima's Current Company Details
Freestone Capital Management

Freestone Capital Management

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Wealth Advisor for high net worth individuals and families
Trevor W. Sharp, Cima Work Experience Details
  • Freestone Capital Management
    Managing Director - Client Advisor
    Freestone Capital Management May 2015 - Present
    Seattle, Wa, Us
  • Oppenheimer & Co. Inc.
    Associate Director - Investments
    Oppenheimer & Co. Inc. Jul 2003 - May 2015
    New York, Ny, Us
  • Synergy Financial Management
    Financial Advisor
    Synergy Financial Management Sep 2001 - Jul 2003

Trevor W. Sharp, Cima Skills

Investments Investment Strategies Wealth Management Services Asset Allocation Financial Advisory

Trevor W. Sharp, Cima Education Details

  • Sbge At Seattle Pacific University
    Sbge At Seattle Pacific University
    Finance

Frequently Asked Questions about Trevor W. Sharp, Cima

What company does Trevor W. Sharp, Cima work for?

Trevor W. Sharp, Cima works for Freestone Capital Management

What is Trevor W. Sharp, Cima's role at the current company?

Trevor W. Sharp, Cima's current role is Wealth Advisor for high net worth individuals and families.

What is Trevor W. Sharp, Cima's email address?

Trevor W. Sharp, Cima's email address is tr****@****pco.com

What schools did Trevor W. Sharp, Cima attend?

Trevor W. Sharp, Cima attended Sbge At Seattle Pacific University.

What skills is Trevor W. Sharp, Cima known for?

Trevor W. Sharp, Cima has skills like Investments, Investment Strategies, Wealth Management Services, Asset Allocation, Financial Advisory.

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