Trinity Financial Partners Employee Directory

Trinity Financial Partners corporate office is located in 1189 Lancaster Ave Ste 1, Berwyn, Pennsylvania, 19312, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Operations

Finance

Key Employees of Trinity Financial Partners

JH
J. Hurlbut
Chief Financial Officer
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PhoneEmail
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Trinity Financial Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Trinity Financial Partners

Hundreds of professionals searching for Trinity Financial Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KH
Katie Hammer
Email Direct
Office Manager
United States , Pennsylvania , Berwyn

OP
Orlando Plascencia
Email Direct
Controller & Consultant
United States , Pennsylvania , Berwyn

JH
J. Hurlbut
Email Direct
Chief Financial Officer
United States , Pennsylvania , Berwyn

GJ
Gregory Johnson
Email Direct
Investment Advisor
United States , Pennsylvania , Berwyn

MC
Megan Crowell
Email Direct
Life Agent, Insurance Case Manager
United States , Pennsylvania , Berwyn

Former Employees at Trinity Financial Partners

Explore people who held key positions, contributed to Trinity Financial Partners's success, and advanced their careers.

John Maresca

Client Relationship Ma... at Merit Financial Adviso...

Worked as Client Relationship Manager

at Trinity Financial Partners (2021-2025)

Direct

Matthew Kraft

Transaction Operations... at Chatham Financial

Worked as Client Relationship Associate

at Trinity Financial Partners (2023-2024)

Direct

Lori Squarcetta

Senior Client Services... at CliftonLarsonAllen

Worked as Office Manager and Financial Planning Assistan...

at Trinity Financial Partners (2020-2021)

Direct

Mask Content

Administration Support... at Envestnet

Worked as Client Relationship Associate

at Trinity Financial Partners (2022-2023)

Direct

Mask Content

Client Relationship Ma... at Merit Financial Adviso...

Worked as Client Relationship Manager

at Trinity Financial Partners

Direct

Mask Content

Donor Services at InFaith

Worked as Administrative Assistant

at Trinity Financial Partners

Direct

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Frequently Asked Questions Regarding Trinity Financial Partners Employees

How many employees does Trinity Financial Partners have?

Trinity Financial Partners has 1-10 employees

Who is the CFO of Trinity Financial Partners?

Trinity Financial Partners’s CFO is J. Hurlbut

Who are Trinity Financial Partners key employees?

Some of Trinity Financial Partners key employees are J. Hurlbut

Where is Trinity Financial Partners located?

Trinity Financial Partners’s headquarters are located at 1189 Lancaster Ave Ste 1, Berwyn, Pennsylvania, 19312, United States

How do I contact Trinity Financial Partners?

Trinity Financial Partners Contact Info: Phone number: (909) 204-5800 Website: www.trinityfp.com

What does Trinity Financial Partners do?

Trinity Financial Partners is an Independent financial advisory firm focused - Comprehensive planning include both investment management, risk protection. Trinity Financial Partners is an Independent Risk Management - Comprehensive risk protection, and management... Read More

Is Trinity Financial Partners a public company?

Trinity Financial Partners is private company therefore does not currently have an official ticker symbol

See more information about Trinity Financial Partners Employees