Trevor B. Hoke, CIMA®
Trevor joined Merrill Lynch in 2004 and Wickham Cash Partners in 2007. Along with Mitchell and Greg, he guides the team's wealth management practice, where he is actively involved in developing each client's customized strategic portfolio allocation. As the Financial Analyst for Wickham Cash Partners, he is responsible for performing initial and ongoing investment manager due diligence and asset allocation modeling; providing customized reporting; and disseminating proprietary and third-party economic and security-specific research to clients.
Trevor received his undergraduate degree from North Carolina State University, his M.B.A. from the McColl School of Business at Queens University and holds the Certified Investment Management AnalystSM (CIMA®) designation. He maintains the Series 7 and 66 licenses.
Trevor lives in Charlotte, NC, with his wife, Christine. He serves on the board of the United Way of Central Carolinas and is a member of the Mint Museum. He is also active with Second Harvest Food Bank, the UFS Shelter for Battered Women, his church and other local charities.