TRINITYPOINT - Key Persons

Cindy White

Job Titles:
  • Senior Client Associate

Eric Passeri

Job Titles:
  • Chief Investment Officer, Senior Wealth Advisor

Jana Moebius L'Etoile - COO

Job Titles:
  • Chief Operating Officer
  • Partner

Jerilyn Shannon - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Joseph Romano

Job Titles:
  • Wealth Advisor

Kathy Miller

Job Titles:
  • Senior Client Associate

Matthew Gallagher

Job Titles:
  • Director of Business Development
  • Partner

Tyler D'Amore

Job Titles:
  • Client Associate

W. Michael Smiley

Job Titles:
  • Managing Partner, Senior Wealth Advisor