Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.

Cole Conrad

Managing Director of Operations

Cole Conrad is the Managing Director of Operations at Trivium Point Advisory, where he plays a pivotal role in the organization’s success by overseeing its systems and processes. His journey in the financial sector began at Northwestern Mutual, starting as a financial advisor before advancing through various roles. Conrad’s expertise and dedication saw him progress to a financial planner, where he significantly contributed to the wealth management side of the business. His exceptional skills and leadership led to his responsibility for the firm’s tax operations, further showcasing his versatility and commitment to excellence.

At Trivium Point Advisory, Conrad is instrumental in providing a unique and unified experience for clients, embodying the firm’s values and ensuring seamless operations. His career trajectory highlights a deep understanding of the financial industry, making him a key asset to the organization.