Steve Trinh

Steve Trinh CFA®
Portfolio Manager

Steve Trinh was fascinated by numbers and the way businesses operate from an early age. Little did he know this passion would lead him to pass all three levels of the challenging CFA® Exam on each of his first attempts, to become a Chartered Financial Analyst® charterholder.

Steve earned his Business Economics degree from the University of California, Riverside. Upon graduating, he worked for one of the most reputable engineering firms in Los Angeles designing traffic plans. After years of engineering work he transitioned careers and became a Financial Advisor at a large Wall Street investment firm. He soon realized the many conflicts of interest working in the brokerage environment and decided to align himself with a fiduciary financial firm that focused on clients first.

In his free time, Steve enjoys staying active at the gym, hiking, and deep-sea fishing.  Although he’ll stop short of calling himself a “foodie,” he also enjoys indulging at new and trendy restaurants across the country.