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Kelly Trevethan, CIMA®
Managing Director
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Mr. Trevethan started his career in 1983 and has earned the designation Certified Investment Management Analyst (CIMA), and the Investment Strategist Certificate from the Investment Management Consulting Association, completed at The Wharton School of Business at The University of Pennsylvania. He also holds (Series 7 and 63), the general securities representative and uniform securities agent state law exam registrations, and is licensed by the California State Life Insurance Board.
The Trevethan Group was formed in 1986 and joined Oppenheimer & Co. Inc. in 1995, where he was a Managing Director of Investments with the firm and was a member of the Oppenheimer & Co. Inc. Chairman’s Council, a prestigious recognition awarded to our top Financial Advisors, for the years 2002 through 2007.
Mr. Trevethan co-founded Physicians’ Financial Resource Group, a team of financial advisors whose broad financial services platform focuses on subspecialty physicians and medical groups.
He is a member of the Investment Management Consultants’ Association (www.imca.org), the Financial Planning Association (www.fpa.org ), the San Francisco Estate Planning Council (www.sfepc.org), the National Committee on Planned Giving (www.ncpg.org), and sits on the advisory council of World Arts West (www.worldartswest.org). Mr. Trevethan is also a member of the De La Salle High School President's Advisory Board (www.dlshs.org).
Mr. Trevethan is a graduate of Saint Mary’s College in Moraga, California, where he earned his Bachelor of Science degree in Economics.
Kelly and his wife Tiffani have three children, and live in Diablo, California.
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Kathleen M. Hogan, CIMA®
Sr. Wealth Adviser |
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Kathleen Hogan is a founding member of Trevethan Capital Partners (TCP). As Senior Wealth Adviser at TCP, Kathleen takes a holistic approach in advising individuals, families, and corporate executives in all facets of personal financial planning. These include investment management, asset allocation, insurance, and estate planning. Kathleen began her career as a business consultant in the areas of human capital management, regulatory compliance and employee benefits. She transitioned her career in to the securities industry with Stone & Youngberg, LLC, a specialty bond underwriting firm in downtown San Francisco. Later, Kathleen joined the Trevethan Group of Oppenheimer, Inc. in 2004, to provide education services to retirement plan participants and to further grow the relationships with the team's high net worth clientele. Kathleen has earned the designation Certified Investment Management Analyst (CIMA), that she completed at The Haas School of Business at UC Berkeley. She is a member of the Investment Management Consultants Association (IMCA), and holds the Series 7 and 66 securities licenses.
Kathleen Hogan is a fourteen year resident of San Francisco, and a Bay Area Native. She earned a BA from UC Santa Barbara. Kathleen and her husband Darren live in San Francisco's South of Market neighborhood and in her free time she enjoys playing golf.
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John Dwyer
Wealth Adviser |
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Before joining Trevethan Capital Partners, John was a Financial Advisor with Wells Fargo Investments in their Wealth Management Group. He holds Series 7 and 66 securities licenses and is licensed by the California State Life Insurance Board. Prior to that, John spent over 15 years in the mortgage brokerage industry. Throughout John’s career, his knowledge and extraordinary customer service have allowed him to develop and maintain a large customer base founded on client referrals.
John graduated from the University of California Los Angeles in 1990 with a Bachelor’s degree in Economics.
John joined the Olympic Club as a Junior Member in 1984 and became a Member at Merion Golf Club in 2003. When John is not engaged in golf or spending time with his family, he enjoys traveling to major sporting events. Some of his favorite venues included watching UCLA in the Final 4, The Kentucky Derby and The Masters.
John and his wife, Kristin, have three daughters and have lived in Danville, California for the past 13 years. They all enjoy a variety of sports. John assists his girls in coaching their teams and is very proud to introduce them to golf. He spends a lot of his time with his family at Diablo Country Club.
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Stuart Collett
Relationship Manager |
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Stuart started his career in financial services as an intern with The Trevethan Group at Oppenheimer & Co. Inc. He was promoted to the role of Relationship Manager at Trevethan Capital Partners upon its formation in late 2008. In that capacity he acts as a liaison between clients and the firm's Wealth Advisers, provides analytical and operating support for clients' portfolios, and participates in all client meetings. Stuart graduated from California State University, Chico with a Bachelor of Science degree in Business Administration with an emphasis in Finance and holds both the Series 7 and 66 securities licenses. Stuart is an Eagle Scout and enjoys many recreational activities in his spare time, including skiing, cycling, golf and backpacking. He is a Bay Area native and currently resides in Walnut Creek, CA.
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Andrew Venturi
Relationship Manager |
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Andrew is a graduate of the University of Arizona’s Eller school of business. Prior to joining Trevethan Capital Partners (“TCP”), Andrew worked for Franklin Templeton Investments, The Angels’ Forum and The Bobby Jones Golf Company.
As a Relationship Manager for TCP, Andrew serves as the principal point of contact between clients and the firm's Wealth Advisers, providing analytical and operating support for clients, with active involvement in all client meetings. Andrew holds his Series 7 & 66 securities licenses.
He is a San Francisco Bay Area native and a golf member of the Olympic Club. In his spare time, he enjoys golfing, snowboarding and water sports.
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Elena Tomasino
Practice Manager
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Elena Tomasino joins Trevethan Capital Partners ("TCP") from New York City where she worked for JPMorgan Chase & Co.("JPMorgan") on the Equity Derivatives Sales and Trading desk for over five years. Elena earned her Bachelor of Science degree in Business Administration from Fordham University, with a concentration in finance and a minor in Economics. Prior to JPMorgan, Elena held internships at both Forbes, Inc. and the White House. Elena is licensed with both her Series 7 & 63 designations.
As Practice Manager at TCP, Elena is responsible for running day to day operations of the firm as well as driving business development, growth, and marketing. Elena is passionate in helping our clients achieve the peace of mind that comes from obtaining financial control in their lives.
A Long Island native, Elena now resides in the Cow Hollow neighborhood of San Francisco and is enjoying exploring her new city and wine country.
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Karrie Whitton
Administrative Manager |
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Karrie Whitton is a recent graduate of San Francisco State University where she received a Bachelor's of Science degree in Marketing. Prior to joining Trevethan Capital Partners, Karrie held marketing internships with local retailers Tea Collection and Nordstrom. Originally from the valley, Karrie spent two years playing collegiate softball for Cal. State University of Bakersfield before moving to the Bay Area. As Administrative manager, Karrie is the gateway to our office operations – and works to create a warm, welcoming atmosphere for all our clients and vendors. Karrie is a registered Notary and assists with all paperwork processing and scheduling for our office, ensuring a seamless flow for our clients.
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