Rockingstone Advisors Hires Trevor Smallwood; Opens Office in Ponte Vedra, Florida
* Reuters is not responsible for the content in this press release.
Moves Reflect Growing Importance of Florida Market and Opportunity to Add Top Talent LARCHMONT, N.Y. & PONTE VEDRA, Fla.--(Business Wire)-- Rockingstone Advisors today announced the hiring of Trevor J. Smallwood as Director, Sales and Business Development.Mr. Smallwood is responsible for directing the firm`s sales and marketing strategy, developing its business and strategic opportunities, and managing its client relationships.He is based in Ponte Vedra, Florida. Prior to joining Rockingstone Advisors, Mr. Smallwood spent six years at Nuveen Investments and nine years at Merrill Lynch in a variety of high net worth sales and analytical roles.Mr. Smallwood earned his BS from Syracuse University and the Certified Investment Management Analyst designation through the Investment Management Consultants Association in conjunction with the Wharton School of Business at the University of Pennsylvania. "I am thrilled to have Trevor join Rockingstone Advisors," said Brandt Sakakeeny, Managing Partner, "as his addition allows us to expand our presence in the critically important Florida market, bring great insight and experience into better managing and growing our client relationships, and allow me more time to focus on portfolio management and analysis." Mr. Smallwood said, "I believe that Rockingstone`s approach to investing across multiple asset classes offers high net worth investors a unique and compelling solution, and I am looking forward to contributing meaningfully to the firm`s growth over the next several years." Rockingstone Advisors LLC, with offices in Larchmont, New York and Ponte Vedra, Florida, is a registered investment adviser managing separate accounts in the states of New York and Florida. Our website may be found at: http://www.rockingstoneadvisors.com. Rockingstone Advisors LLC Brandt Sakakeeny, 914-833-0410 brandt@rockingstoneadvisors.com Copyright Business Wire 2009
Comments (0)
This discussion is now closed. We welcome comments on our articles for a limited period after their publication.


Follow Reuters