We love what we do. It is our dream job to serve our clients by making their money work harder for them. We want to channel our passion for helping people plan for their financial future by putting our insights into action.
If there is a financial product out there that may benefit our clients, we want to know more about it, see if it will bring benefits to our clients. We employ cutting edge programming and machine learning tools to continually improve our quantitative investment strategies.
You have worked hard to build your business and now you are seeing the fruits of years of hustling and toiling. Your business is generating income and is growing nicely. You can see your dreams can finally start coming alive. You want to make sure you are fully on that path and make all your dreams come true.
You know you are smart and ambitious. You have made the right moves and you are proud of your career success. If you haven't already, you are very likely to make it to the top soon.
You love what you do; you would like to keep going as long as you can. You are making enough to keep your family and loved ones happy. Now you want to make sure that your money is also making the right moves.
You have a great job. Your family is well provided for. You would like to continue working and are making great progress in your career as long as you can remain healthy and strong. Now you want to make sure your family is protected and your money is working just as hard as you are towards making your dreams come into a reality.
Our services include financial planning and investment portfolio management. We focus on providing our services to individuals and families. At Trillium Square Advisors LLC, our mission is to identify how our clients can fulfill their needs and desires. We have a fiduciary duty to act in the best interest of our clients. This is the highest legal standard of care one party can have to another.
We at Trillium Square Advisors LLC have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients.
Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar.
He started his career as a Software Engineer at Microsoft and holds a Computer Science & Engineering degree from Indian Institute of Technology (IIT), Bombay.
He is an active board member at the FPA of the Triangle and a charter member at TiE Carolinas where he mentors high school students on entrepreneurship.
Sukesh Pai, CFA
PrincipalMichelle Davis has a background in corporate accounting, public accounting and taxation with nearly ten years as a Revenue Field Auditor at the NC Department of Revenue. She is a licensed Certified Public Accountant (CPA) and is currently pursuing a Certified Financial Planner (CFP®) certification, having passed the November 2021 CFP® Exam. Additionally, she is FINRA Series 65 licensed.
Michelle is a second career accountant having started her career in hospitality, and her first degree is in Science. She is an active volunteer with the NC Council on Economic Education and the NC Association of CPAs.
Michelle Davis, CPA/PFS
Associate PlannerHarshil Zaveri, has a diverse background, holding a Master's degree in Financial Mathematics and a Bachelor's degree in Computer Science. He is currently pursuing the Chartered Financial Analyst (CFA) designation. Harshil's academic journey and expertise sit at the intersection of technology and finance, where he focuses on quantitative modeling and data-driven financial strategies.
With strong analytical and problem-solving skills, Harshil is passionate about applying data science and advanced analytics to solve complex financial problems. He has a keen desire to learn more, constantly seeking out new challenges and skills to enhance his understanding and make a meaningful impact in the industry.
Harshil Zaveri
Associate of Planning & Data Analytics© Copyright Trillium Square Advisors LLC. All rights reserved.
Trillium Square Advisors LLC,
423 Peaslake Ct, Rolesville NC - 27571
Trillium Square Advisors LLC,
2840 Plaza Place, Suite 210, Raleigh, NC - 27612
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