Curtis Trimble

About Curtis Trimble

Successful finance and investments professional with 25 years of experience in portfolio management; equity research, sales, and trading; financial modeling; corporate finance- Diverse knowledge base gained from covering Technology, Communication Services, Telecom, Oil & Gas, and Utility sectors - Strong performance record as money manager and analyst - Excellent communication skills built on writing thousands of research pieces and presenting findings and opinions to diverse audiences across a wide variety of formats - Committed and effective identifier and developer of talent with decades of leadership, mentoring, and coaching experience

Experience

1. President, Solyco Wealth

   Solyco Wealth

   Jul 2021 — Present · Rochester, MI, US

   Founded Solyco Wealth as a Registered Investment Advisory subsidiary of Solyco Capital, a unique private equity group that delivers capital solutions for late-stage startup and growth companies. Primarily servicing UHNW and HNW limited partners and affiliates of Solyco Capital, Wealth leverages model portfolio concepts to actively invest clients\' assets while deploying options strategies to generate income, reduce volatility, and manage tax liabilities.

Education

• Rice Business

  MBA, Finance, General

  1998 — 2000

Skills

• Natural Gas
• Capital Markets
• Equities
• Financial Analysis
• Investments
• Bloomberg
• Mergers & Acquisitions
• Oilfield
• E&P
• Valuation
• Energy
• Equity Valuation
• Financial Modeling
• Trading
• Investment Banking
• Petroleum
• Equity Research
• Hedge Funds