Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

Jeff Zhang

Jeff Zhang

Financial Analyst

Jeff joined Trivium Point Advisory as an Investment Analyst in 2018. He works with investment advisors to build and develop the Trivium proprietary ETF portfolios and to formulate investment strategies for clients. He also executes asset allocation changes for new and existing clients based on their specific investment mandates, risk tolerance and cash flow needs, as well as handles complex trading situations.

 He graduated from Fairfield University with a Master of Science degree in Finance. In his leisure time, Jeff enjoys hiking, snowboarding and traveling.