At Trillium Square Advisors, we are obsessed on exploring various investment ideas and financial instruments to evaluate them for our client portfolios. We have a passion toexplore, discover and analyze various financial instruments and products. We are either talking to our partners on estate planning strategies that may address the unique situation of a client or we are analyzing an alternative investment strategy for its tax benefits. If there is any financial product out there that may benefit our clients, we want to know more about it and we want to bring it to benefit our clients. We employ cutting edge programming and machine learning tools to continually improve our quantitative investment strategies.
Our practice is founded by Sukesh Pai, CFA. With over a couple of decades of broad industry experience, Sukesh brings fresh perspective from different disciplines such as technology, engineering and design to the financial advisory service. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making.
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 of helping people plan for their financial future by putting our insights into action.
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 also 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
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Trillium Square Advisors LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Advisory services are offered through Trillium Square Advisors LLC; an investment advisor firm domiciled in the State of North Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
