Board of Directors

Our directors are committed to the founders’ directive to provide financial advice tailored to the needs of each family for generations to come.

Our directors have a diverse blend of knowledge in the financial, fiduciary, and professional service industries. Each director has personal experience as a member of, trustee for, or service provider to families with complex financial advisory needs, which is essential to exceeding client expectations in an environment that is transparent and accountable.

  • Jennifer Bates

  • Ed Bennett

  • Ray Colado

  • Katherine Pace

  • Bill Voges

  • Keith Perry

Senior Advisors

Trivergent’s philosophy to review all assets and liabilities that comprise a family’s net worth is supported by the expertise available from these leaders.

Each holds one or more professional designations including MBA, JD, LLM, CPA, MST, MSF, PFS, and AIF and their collective prior work experience includes global investment banks, international accounting firms, US and regional banks, registered investment advisory firms, law firms, and family offices. Each provides a comprehensive financial advisory service to their clients while also providing thought leadership in specific practice areas to support the entire organization.

  • Jennifer Bostedo

  • Daniel Conn

  • Michael Gaudio

  • Kimberly Ouellette

  • Katherine Pace

  • Michelle Soto

  • Rob Thomson

Jennifer Bostedo

Chief Fiduciary Officer

Regulatory Compliance and Trust Administration

Daniel Conn

Vice President

Real Estate and Tax Planning

Michael Gaudio

Vice President

Investment Analytics and Corporate Finance

Kimberly Ouellette

Senior Vice President

Estate Planning and Legal Analysis

Katherine Pace

Chairman and Chief Executive Officer

Family Governance

Michelle Soto

Senior Vice President

Family Business Advisory and Succession

Rob Thomson

President and Chief Investment Officer

Estate and Legacy Planning

In addition to oversight by the Board and senior management, Trivergent as a chartered independent trust company is subject to regulations and oversight by the Office of Financial Regulation.  All aspects of our business are reviewed annually by examiners and independent auditors for compliance with state and Federal laws.