Trivium Support Team

Le (Sherry) came from China and graduated from University of Bridgeport with an MBA in Finance and MSF concentration in […]

Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has

Nicholas DiMarco brings his extensive experience as a solo practitioner to the forefront of the firm’s tax practice. With a

Nikki joined Trivium Point Advisory in February of 2017 as Director of Underwriting on the insurance team, having previously worked

Tara Cavorti brings a wealth of expertise in the Finance Sector with over 14 years of experience in operations and

As an independent financial advisor and Managing Partner at Trivium Point Advisory, Lee believes that financial planning is a process

Vittoria Zegarelli joined Trivium Point in November 2024 as Tax Administrator. She is passionate about creating and maintain great relationships

Xinyi joined Trivium Point Advisory as Investment Analyst in January 2020. Xinyi grew up in Shanghai, China, and obtained the