Malcolm McEachern Trevillian
Investment Committee Member at Verity Asset Management, Inc.
Profile
Mr. Malcolm M.
Trevillian, CFA, is a Portfolio Manager at Verity Asset Management, Inc. He joined the firm in 2008.
He has an integral role in developing investment strategy and establishing allocation targets for Verity’s portfolios.
He is also a member of an investment sub-committee that conducts weekly portfolio reviews between meetings of the full committee.
As a Senior Portfolio Manager at First Union Bank in Charlotte (later merged with Wachovia), Mr. Trevillian managed institutional pension portfolios, including a balanced fund of $130,000,000 for the State of North Carolina pension fund.
He also maintained responsibility for management of one of the Evergreen mutual funds while at First Union.
Mr. Trevillian received his undergraduate degree from Furman University.
He is a Chartered Financial Analyst and Chartered Market Technician.
Malcolm McEachern Trevillian active positions
| Companies | Position | Start |
|---|---|---|
Verity Asset Management, Inc.
 Verity Asset Management, Inc. Investment ManagersFinance Verity Asset Management, Inc. (Verity AM) is a registered investment advisor headquartered in Durham, North Carolina. The firm was founded by Gordon Wegwart and Sean McGill in 1996 as Verity Investments, Inc. They are a subsidiary of Verity Financial Group, Inc. Verity AM provides discretionary portfolio management services to individual and institutional clients primarily but not exclusively through model portfolios. | Investment Committee Member | 31/12/2007 |
Former positions of Malcolm McEachern Trevillian
| Companies | Position | End |
|---|---|---|
Franklin Street Securities, Inc.
 Franklin Street Securities, Inc. Investment Banks/BrokersFinance Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC. | Corporate Officer/Principal | - |
Training of Malcolm McEachern Trevillian
| Furman University | Undergraduate Degree |
Experiences
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Private companies
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1st degree companies
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| Private companies | 2 |
|---|---|
Verity Asset Management, Inc.
Verity Asset Management, Inc. Investment ManagersFinance Verity Asset Management, Inc. (Verity AM) is a registered investment advisor headquartered in Durham, North Carolina. The firm was founded by Gordon Wegwart and Sean McGill in 1996 as Verity Investments, Inc. They are a subsidiary of Verity Financial Group, Inc. Verity AM provides discretionary portfolio management services to individual and institutional clients primarily but not exclusively through model portfolios. | Finance |
Franklin Street Securities, Inc.
Franklin Street Securities, Inc. Investment Banks/BrokersFinance Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC. | Finance |
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