Trevor Isham

Partner Senior Wealth Manager @Curi Capital

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Partner Senior Wealth Manager @Curi Capital

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Milwaukee, WI, US

EDUCATION

2010 — 2012

Northwestern University

Certificate of Financial Planning

2004 — 2008

Colorado College

Bachelor of Arts, Economics and Religion

SKILLS

Trade ExecutionRetirement PlanningCustomer RelationsAsset ManagementHedge FundsRisk ManagementEquitiesMicrosoft ExcelFinancial AnalysisInvestmentsFinancial ModelingPortfolio Management

ABOUT TREVOR ISHAM

It has long been my goal to help people understand the role finances play into their…

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Trevor Isham — Partner Senior Wealth Manager at Curi Capital in Milwaukee, WI, US | Unifers