Professional Summary

Professional Overview

Kevin Trikt is a seasoned finance professional with over a decade of experience in private wealth management and investment advisory services. As the Senior Relationship & Investment Manager at Trustmoore, he is responsible for providing tailored solutions to high-net-worth individuals and families, helping them achieve their financial goals through strategic investment management and personalized advisory services.

Experience Summary

Current Role

In his current role at Trustmoore, Kevin is responsible for developing and maintaining strong client relationships, understanding their unique financial needs, and designing customized investment strategies to meet their long-term objectives. He leverages his deep industry knowledge and expertise to deliver comprehensive wealth management solutions, including portfolio optimization, risk management, and tax-efficient planning.

Career Progression

Prior to joining Trustmoore, Kevin held various senior-level positions in the banking and investment management sectors. He served as the Chairman of the Investment Committees for the pension funds of both Caribbean Mercantile Bank N.V. and Maduro & Curiel's Bank, where he played a pivotal role in overseeing the strategic allocation of assets and ensuring the long-term financial stability of these retirement plans. Additionally, he held the role of Board Member for the pension fund of Maduro & Curiel's Bank, further demonstrating his commitment to the financial well-being of his clients.

Kevin's career began as a Pricing and Valuation Analyst at ING Investment Management, where he honed his skills in financial analysis and investment performance evaluation. He then transitioned to Maduro & Curiel's Bank, where he held the position of Manager of Private Banking & Investment Services, leveraging his expertise to deliver personalized wealth management solutions to high-net-worth individuals and families.

Academic Background

Kevin holds a bachelor's degree, though the specific details of his educational background are not provided in the information given.

Areas of Expertise

• Private wealth management and investment advisory services

• Asset allocation and portfolio optimization

• Risk management and tax-efficient planning

• Pension fund investment oversight and strategic decision-making

• Relationship management and client service excellence

Professional Impact

Throughout his career, Kevin has demonstrated a commitment to providing exceptional service and delivering measurable results for his clients. As the Chairman of the Investment Committees for the pension funds of Caribbean Mercantile Bank N.V. and Maduro & Curiel's Bank, he played a pivotal role in overseeing the strategic allocation of assets and ensuring the long-term financial stability of these retirement plans, positively impacting the financial well-being of their members.

Conclusion

With his extensive experience in private wealth management and investment advisory services, coupled with his proven track record of success, Kevin Trikt is poised to continue making a significant impact in the finance industry. In his current role at Trustmoore, he is dedicated to leveraging his expertise to help high-net-worth individuals and families achieve their financial goals through customized investment strategies and personalized advisory services.