Trissa began her financial services career in 2013 and joined Stifel in 2019. Prior to Stifel, she worked for Merrill Lynch and Morgan Stanley’s institutional consulting division, Graystone Consulting. She enjoys building a close rapport with the team’s clients and is dedicated to providing professional service to clients.
Trissa serves as a primary point of contact for varied family services and liaises with all aspects of institutional wealth management. On an individual level, she quarterbacks communication surrounding the multi-faceted areas of clients’ lives, including investment planning implementation and tax strategy and gifting coordination, to help ensure clients receive a seamless experience. On the institutional side, she works with Stephen to support businesses on a variety of levels, including management teams, donors, and vendors.
Trissa earned a B.A. in Economics and a B.S. in Business Administration with a Finance concentration from Sonoma State University. Outside the office, she enjoys hiking and trying new recipes. Both she and her husband, Steven, have traded coasts – they moved from California to the DC area in 2015.
