Trevor Katzban

I thoroughly enjoy utilizing a deep fundamental understanding of investment solutions to solve for the complexities that each and every individual investor, investment advisor, family office, business owner, etc. has.

I received years of experience underwriting, structuring, and launching alternative investment strategies across private equity, private credit, real-estate, and various hedged solutions. I also served as a portfolio manager of a diversified fund with roughly $200MM in assets where I was responsible for all investment-related decisions. Furthermore, I served as the primary research team member tasked with building allocation models for large registered investment advisors and family offices.

Trevor enjoys spending time with his family and friends, cheering on the Green Bay Packers, and playing any racquet or paddle-related sports.