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 to be a financial advisor so he can help others achieve their financial goals. © Copyright Trillium Square Advisors LLC 2018. Trillium Square Advisors LLC is a North Carolina registered investment adviser.Read More