Trevor Phillippi, CFA®

Vice President Director of Operations

You may notice Trevor as a familiar face with a new title. Once the assistant vice president of portfolio management, he’s been promoted to vice president, Director of Operations. This new role still uses his passion for developing and managing the full life cycle of an idea but shifts his focus from client portfolios to overall operations for the 6 Meridian team.

His knack for ensuring optimal performance is what makes Trevor so well suited for his new role: He does whatever it takes to provide what the team needs for success. Whether it’s overseeing human resources, technology, operations, or compliance efforts, he helps secure the foundation that allows the advisors to concentrate on what matters most. “My job is to make my colleagues’ work lives easier so they can give their full attention to our clients.”

Trevor is no stranger to responsibility and wearing multiple hats. When he’s not hard at work at 6 Meridian, he’s hard at work rehabbing and renting houses with his wife, Heather. And when a small window of time does present itself you might find Trevor volunteering with a local pet rescue or reading one of the literary classics.

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