Prior to joining Gradient Capital Advisors, Trevor served as an analyst intern for HCAP Partners, a private equity firm providing growth capital to lower-middle market companies in the Western US. He graduated from Point Loma Nazarene University where he earned dual majors in Finance and Entrepreneurial Management. During his senior year, Trevor served as President for the Finance and Investment Club and competed on the school’s winning CFA Equity Research Challenge team, beating local schools UCSD, SDSU, and USD in order to compete at the America’s Regional Final in Atlanta, Georgia. Trevor is an outdoor enthusiast who loves rock-climbing, mountain-biking, and camping with family.
