About

Treverto Holdings, LLC is a privately-held investment management and consulting company located in Houston, TX, with expertise in the management of investment companies, the marketing and due diligence of alternative investments, the energy sector, economics, geopolitics, and manages a diversified portfolio of alternative investments composed of various asset classes and sectors.

The founder of Treverto Holdings is an entrepreneur and investor with over two decades of diversified experience in the investment industry encompassing equity, fixed income, and energy-focused strategies, risk management, the marketing of investment products, managing and consulting for alternative asset management firms, and analyzing and investing in various types of real estate assets and early-stage companies. He has approximately 20 years of experience in C-Suite roles in hedge fund management companies, having served as Chief Operating Officer, Chief Risk Officer, and Chief Administrative Officer for investment management companies managing over up to $2 billion.

Presently, the founder provides consulting services to hedge fund management companies, family offices, and serves on the board of a foundation.

He has earned the following degrees, license, designation, and certificates:

BAs in Philosophy and Psychology

Series 3 (Commodities Futures and Options) License (previously held Series 63, 65, and 7 licenses)

Chartered Alternative Investment Analyst Designation

Commercial Real Estate Analysis and Investment Certification

FinTech: Foundations and Applications of Financial Technology Certificate