Team Members

Post Type Description

George R. Gerhard

George is the co-founder and Managing Partner of Trivium Point Advisory. He is a tenured financial services professional with over

Ron A. Pac

Ron is the Co-Founder and Managing Partner of Trivium Point Advisory, a distinguished professional with over 15 years of experience

Lee S. Rawiszer

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

Besart Beluli

Besart joined Trivium Point in May 2024. He holds a bachelor’s degree in finance, specializing in Investments and Derivatives, from

Cole Conrad

Cole Conrad is the Managing Director of Operations at Trivium Point Advisory, where he plays a pivotal role in the

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