Trillium Square Advisors
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
150 Fayetteville St Ste 2800, Raleigh, N...Phone Number
(919) 825-1818Website
www.trilliumsquare.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Trillium Square Advisors
We at Trillium Square Advisors LLC have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. 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 started his career as a Software Engineer at Microsoft and holds a Computer Science & Engineering degree from Indian Institute of Technology (IIT), Bombay. David Walker is an intern with Trillium Square Advisors. He is currently a student at Wake Tech Community College studying finance and portfolio management. He loves reading up on investments and has been doing research on investments for his own portfolio. He has been active helping friends and family understand how to start investing based on their future goals. He aspires tRead more
Trillium Square Advisors Org Chart
SM
Client Service Associate
HZ
Associate
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We at Trillium Square Advisors LLC have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of... Read More
