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Trevor Tuthill
Portfolio Management Analyst, Senior Associate at Mai Capital Management
About
Trevor Tuthill is a Portfolio Management Analyst and Senior Associate at MAI Capital Management, based in Boulder, Colorado. In this role, he supports portfolio construction, investment analysis, and ongoing client portfolio monitoring, collaborating closely with wealth advisory teams to implement customized investment strategies. His current focus at MAI Capital includes multi-asset class portfolio management, with exposure to equities, fixed income, and alternative investments, tailored to meet diverse client objectives in the wealth management sector.
Trevor brings a strong background in portfolio and wealth management, previously serving as an Analyst at Harbor Wealth Management and at ARQ Wealth Advisors, LLC. Across these positions, he has developed expertise in asset allocation, investment research, and client reporting, working with high-net-worth individuals and families.
He holds a Bachelor’s degree in Finance from the Marist College School of Management and a degree from Istituto Lorenzo de’ Medici, grounding him in both financial theory and global perspectives. His cross-functional investment acumen, especially in equities, fixed income, and tailored portfolio solutions, establishes him as a versatile professional within the private wealth and asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MAI Capital Management | Portfolio Management Analyst, Senior Associate | May 2024 to Present | — |
| Harbor Wealth Management | Analyst | Apr 2023 to May 2024 | — |
| ARQ Wealth Advisors, LLC | Analyst | Sep 2020 to Apr 2023 | — |
| Hall Capital Partners LLC | Analyst | Jul 2019 to Sep 2020 | — |
| Silvercrest Asset Management | Outsourced Investments Summer Analyst | Jun 2018 to Aug 2018 | -Performed operational due diligence assessments on hedge funds and conducted ongoing research on outside managers -Utilized PackHedge to develop quantitative risk models, track fund returns, and crea... |
| Silvercrest Asset Management | Summer Analyst | Jun 2017 to May 2018 | -Worked on the trading floor alongside a fixed-income trader and assisted in the trading of municipal bonds -Received an understanding of the valuation process as well as the equity process used when ... |
| Cambridge Wilkinson | Investment Banking Intern | Jan 2017 to May 2017 | -Assisted in the identification of debt and equity finance solutions -Identified capital sources such as private equity firms, large family offices, hedge funds, and institutional investors -Conducted... |
| Slate Path Capital | Insight Program | Apr 2017 to Apr 2017 | -Conducted in-depth research of specific industries and companies to determine future growth potential ultimately leading to investments -Analyzed company data, consumer demand, and historical trends ... |
| ICAP | Shadow Day | Jan 2017 to Jan 2017 | -Hands-on overview of the trading floor divisions and functions concentrating on treasury bonds -Observed the trading of T-Bills geared towards short-term growth -Experienced the buying and selling of... |
| Bank of America Merrill Lynch | Shadow Day | Nov 2016 to Nov 2016 | -Live trading floor experience -Overlooked the trading of coupon bonds, zero coupon bonds, and convertible bonds |
| New York Shipping Exchange, Inc | Finance Intern | May 2016 to Aug 2016 | -Freight rate derivatives market aimed at restructuring efficiency -Addressed promotion of brand awareness in the shipping industry by analyzing market trends based on comparable company and industry ... |
| ElectroCore Medical | Intern | Jul 2014 to Aug 2014 | -Led mock trials for a non-invasive Vagus Nerve Stimulation (nVNS) to provide the marketing and finance teams with insight to the product. -Conducted research to generate presentations for venture cap... |
Education
Marist College School of Management
Bachelor’s Degree, Finance
2015 — 2019
Istituto Lorenzo de' Medici
2017 — 2017
Others at Mai Capital Management (22)
| Name | Role | Location |
|---|---|---|
 | Sr. Portfolio Manager | Cincinnati, OH , United States |
 | Portfolio Manager, Director | Boston, MA , United States |
 | Chief Equity Strategist and Senior Portfolio Manager | New York, NY , United States |
 | Group Head | Managing Director | MAI Retirement | Ponte Vedra Beach, FL , United States |
 | Portfolio Management Analyst, Senior Associate | Cleveland, OH , United States |
 | Portfolio Manager | Solon, OH , United States |
 | Co-Regional President, Managing Director | Philadelphia, PA , United States |
 | Regional President, Senior Managing Director | St. Louis, MO , United States |
K Kurt Nye | Managing Partner, Chief Investment Officer | Cleveland, OH , United States |
R Robert Hamer | Managing Director | Northbrook, IL , United States |
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