Joanna Wallis

Chief of Staff

Joanna is a seasoned financial services professional with over 8 years of experience. Recognized for her deep understanding of investment and operations within the broker-dealer industry, she successfully managed operations for a top-tier advisory team before joining Trivium Point Advisory. Passionate about driving growth and delivering exceptional client experiences, Joanna is dedicated to streamlining business processes and ensuring flawless execution.

Joanna resides in CT with her husband and three children, although she is very close to (and slightly excited about) being an empty nester.