Bowen Baker
Bowen is a trading and operations professional who supports portfolio management, trade execution, reporting, and investment analysis at Trivium Point […]
Team Members
Post Type Description
Joana Sandoval
Joana discovered her passion for accounting at the age of 20 while interning at a family-owned accounting firm in Norwalk.
Anna Perillo
Anna joined Trivium in February 2025 as an Administrative Assistant, bringing with her over 15 years of experience in administrative
Jennifer Orgera
Jen joined Trivium Point Advisory in early 2025, bringing more than 15 years of experience in operations at a leading
Mike Cirone
Mike is a dedicated financial planner with 5 years of experience helping clients pursue clarity and confidence in their financial
Heather Thomas
Heather F. Thomas, AIF® is a Financial Advisor with over 30 years of experience and is passionate about helping business and individuals
James A. Thompson
Throughout his extensive career, Jim has closely collaborated with a diverse array of clients, ranging from small businesses to high-net-worth
