Trevor Sarif-Killea joins us as a Wealth Advisor. With prior experience at BCG Los Angeles (2016-2018) and in strategy for the Mount Sinai Health System, Trevor is familiar with the careers and needs of our clients. Based in NYC, Trevor and his fiancee, Carolyn, are proponents of Effective Altruism, so we’re especially excited for him to build on our existing processes to help ensure that our clients give their time and money in ways that are intentional, strategic, tax-efficient, and ultimately impactful.
As a firm, the best decision we ever made was to focus on the client niche that we do. That specialization has improved our offering and created a firm that is simply more fun to build together. Most importantly, working with the clients we do allows us to attract and retain people who might not otherwise be interested in the financial planning industry, and the flywheel makes another rotation. We are lucky to have Trevor and Julie on the team.