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George Gerard

George R. Gerhard

AIF®, CEPA®

Managing Partner

GGerhard@triviumpoint.com
George is the co-founder and Managing Partner of Trivium Point Advisory. He is a tenured financial services professional with over two decades of experience providing thoughtful and progressive financial advice to his clients, as well as being an effective leader to other financial professionals.

Throughout his career as a financial planner, he has always been dedicated to comprehensive advice and elevated client experience. In order to continue to provide this experience, he had a desire to create a firm that combined wealth management, accounting, and business advisory services all executed in harmony under the same roof. This led to George and his partner Ron Pac developing the vision for Trivium Point Advisory.

As a leader to other advisors, George has been instrumental in shaping the careers of numerous financial advisors at various points in their career by emphasizing the importance of professional development, building processes, and focusing on planning and client experience. This has led to the intentional development of the infrastructure at Trivium Point to support the growing needs of financial advisors.

In addition to being responsible for the oversight of Trivium Point, George’s day to day includes continuing to provide innovative advice to the firm’s clients, as well as identifying superior talent in the industry.