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Trevor Cobb

Founder & CEO at Avantia

Trevor Cobb is the Founder and CEO of Avantia, a wealth management firm established in 2020. With over a decade of experience in wealth management, he has worked with some of the wealthiest families in the Pacific Northwest prior to founding Avantia, holding positions at notable financial institutions such as J.P. Morgan's Private Bank, U.S. Trust, and Goldman Sachs from 2008 to 2020.12

Education and Background

Trevor Cobb holds a Bachelor of Science in History from the United States Military Academy at West Point and an MBA from the University of Washington Foster School of Business. He has also completed coursework at the Swiss Banking Institute in Zurich, Switzerland. In addition to his academic credentials, Cobb is a decorated military veteran, having received the Bronze Star Medal and graduated from the U.S. Army Ranger Course.13

Professional Achievements

At Avantia, Cobb focuses on providing tailored wealth management solutions to ultra-high-net-worth clients, emphasizing personalized service and innovative financial strategies. Under his leadership, Avantia has gained recognition for its client satisfaction and growth, achieving a 96% satisfaction rating in its first annual client survey.2 Cobb is also involved in various community and advisory roles, including serving on the UW Medicine Finance & Audit Advisory Committee and chairing the Finance Committee for America’s Automotive Trust.1

Personal Interests

Outside of his professional life, Trevor Cobb enjoys spending time with his young son and has a passion for cars, having been a track driving instructor and car collector.3

Highlights

Sep 14 · signalhire.com
Trevor Cobb's email & phone number - Founder & CEO at Avantia
May 4 · avantiamfo.com
Avantia - Family Office | Ultra-Affluent Business Owners
Avantia - Family Office | Ultra-Affluent Business Owners
Jan 1 · avantiamfo.com
Trevor Cobb - Avantia: A Family Office | Wealth Management
Trevor Cobb - Avantia: A Family Office | Wealth Management

Related Questions

What inspired Trevor Cobb to start Avantia?
How did Trevor Cobb's military background influence his career in wealth management?
What are some notable achievements of Avantia under Trevor Cobb's leadership?
How does Trevor Cobb balance his professional and personal life?
What unique services does Avantia offer compared to other wealth management firms?
Trevor Cobb
Trevor Cobb, photo 1
Trevor Cobb, photo 2
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Location

Seattle, Washington, United States