Eric Stage
Eric joined Trivium in November 2024, and will be managing our remote tax preparation team and efforts. He has over […]
Eric joined Trivium in November 2024, and will be managing our remote tax preparation team and efforts. He has over […]
Flora joined the Trivium Point team in 2023. She graduated from Sacred Heart University with a major in finance. Since,
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
Theresa brings over 30 years of experience in tax preparation and client tax advisory services, having spent the majority of
Traci has a unique background and perspective as a wealth advisor. For 20 years, Traci was a divorce litigator and
Vittoria Zegarelli joined Trivium Point in November 2024, bringing with her a strong commitment to building and nurturing meaningful relationships