Trilogy Capital recruited Steve Whitman as Senior Vice President of Wealth Management in its San Diego office. Whitman previously managed approximately $225 million in client assets at Morgan Stanley.
According to Trilogy, Whitman has worked with affluent families around the world on financial strategies spanning multiple generations.
“Steve is exactly the kind of distinguished advisor we want at Trilogy,” said Jason Inglis, Chief Development Officer, Trilogy. “His four decades of experience and client-centric approach reflect the values our firm was built on, and we are proud to welcome him to Trilogy.”
“Trilogy provides the depth of resources and a team of experienced advisors to partner with,” said Whitman. “Clients will have access to Trilogy’s broader resources, including investment management, comprehensive advanced wealth planning and tax preparation. This move is a real positive for myself and my clients.”
Whitman will work alongside Windus Fernandez Brinkkord, Senior Vice President of Wealth Management at Trilogy. She joined the firm in 2003 and specializes in exit strategies for business owners.
“Steve’s wealth of knowledge and genuine passion for serving his clients is a strong complement to Trilogy’s approach,” said Brinkkord. “We’re excited to partner with him and to offer clients an expanded, collaborative experience.”
Trilogy Financial was founded in 1999 and is headquartered in Irvine, California. It established its RIA, Trilogy Capital, in 2016. Trilogy said it has more than $6 billion in advisory and brokerage assets and 11 regional offices.
Last month, Trilogy announced the acquisition of Westminster, Colorado-based Mountain Capital, an RIA that had over $1 billion in total client assets. The deal was Trilogy’s largest of the year. Mountain Capital focuses on serving aviation professionals.
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