Rockingstone Advisors, a New York-based investment adviser, has hired Trevor Smallwood as director for sales and business development.
Based in Ponte Vedra, Florida, Mr. Smallwood will be responsible for directing the firm’s sales and marketing strategy, developing its business and strategic opportunities, and managing its client relationships.
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.
Brandt Sakakeeny, managing partner, Rockingstone Advisors, said: “I am thrilled to have Trevor join Rockingstone Advisors, 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 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.”
