ABOUT US

The financial architects at Treveri Capital believe wealth management is created beyond a vacuum.  Wealth is the result of vision.  The vision to see the future and create it.  Treveri Capital  sees the power of tomorrows technology through the fluid cosmos of today.  With almost 20 years of experience in financial innovation, Treveri Capital invests with confidence in traditional and alternative assets.   Treveri Capital is progressive asset management offering services unseen in the wire-house and online broker dealers.  Stock exchange experienced!

SERVICES

Wealth Accumulation

Treveri Capital specializes in identifying and mining niche markets with “edge”.

Executive Liquidity

Liquidity events for private company stock for insiders to manage and diversify risk.  All illiquid eggs in one basket?

Wealth Management

Portfolio review, adjustments, and maximization tailored to each clients needs.

Traditional & Alternative Assets

Specialists in traditional and alternative assets such as listed securities, private equity, and liquid alternatives.

Private Market

TreveriX is a marketplace to buy and sell private company stock. Being a private market place, TreveriX is for accredited and qualified investors.

TEAM

Jeff Martinez
Founder & Financial Advisor

 

JeffMartinez

With almost 20 years in the financial industry, Jeff’s roots are from the Los Angeles Pacific Stock Exchange (PCX) as an electronic floor broker executing billions of shares a day.  An unknown fact, he did so many executions the LA PCX one day shut down early because he brought in too much order flow.  “Network difficulties”.  Specialties include micro-market structure, equities, options, private equity, executive liquidity, crypto ledgers,  asset management, hedging, fintech, and portfolio risk optimization. 

Jeff got his start in finance at a broker dealer (BD) called Order Execution Services (OES) a division of Herzog, Heine, Geduld on the Los Angeles Pacific Stock Exchange.  OES specialized in US equity executions for BD’s, dark pools, and various types of professional traders.  Herzog, Heine, Geduld was one of the largest market makers in the world for over the counter (OTC) stocks.  He led the development of a division catering to off exchange listed executions and later going global.  OES then did several BD buyouts and then got acquired by Merrill Lynch.  Moving from the institutional market place to the retail side, Jeff worked at Axa Advisors and TD Ameritrade as an investment advisor.  Having a background from the exchanges, building out customized portfolios and managing risk was a natural fit for Jeff.  Jeff continues to use his market structure knowledge to help clients optimize their portfolios.

Being a Los Angeles native, he has a degree from California State University Long Beach in Business Administration with a concentration in Finance.  He holds a Series 7, 63, 66, and life license.

Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.

Check the background of this investment professional on FINRA’s BrokerCheck »

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© Copyright 2016 Treveri Capital LLC Dislcaimer
Securities offered through RainMaker Securities Member FINRA/SIPC
Background of this firm on FINRA’s BrokerCheck