Our Story

We are passionate about planning. We obsess about investment ideas.

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.

Our Team

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.

Sukesh Pai, CFA

Principal


Michelle 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

Associate Planner


Ananya Mishra is a Financial Mathematics graduate student at NC State. He has previously worked as a data analyst in firms consulting on public finance and has worked in managerial roles with the largest lender in India in various segments like retail, small businesses and agricultural financing. He has also worked with fintech start-ups as a Quantitative Advisor on products and strategies. Having a Masters in Operational Research, he has academic and professional experience in software programming in R, Python and SQL, optimization techniques and statistical modelling.


Ananya Mishra

Quantitative Research Intern


© Copyright Trillium Square Advisors LLC 2022.

Main Address:

Trillium Square Advisors LLC,
423 Peaslake Ct, Rolesville NC - 27571

Office Address:

Trillium Square Advisors LLC,
2840 Plaza Place, Suite 210, Raleigh, NC - 27612

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Registration Information

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.

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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.