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!
Treveri Capital specializes in identifying and mining niche markets with “edge”.
Liquidity events for private company stock for insiders to manage and diversify risk. All illiquid eggs in one basket?
Portfolio review, adjustments, and maximization tailored to each clients needs.
Specialists in traditional and alternative assets such as listed securities, private equity, and digital crypto assets. Crypto assets like Bitcoin, Ethereum are becoming more and more important in portfolios.
All assets such as identity must be protected.
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. Jeff holds a Series 63, and 66. He also earned the CRPC®, Chartered Retirement Planning CounselorSM designation which are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.
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