Trevor Katzban

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Finance

Consumer Services

Profile

Trevor Katzban worked as a Senior Analyst & Co-Portfolio Manager at Vivaldi Capital Management LP from 2017 to 2021, and then at First Trust Capital Management LP from 2021 to 2023.
He completed his undergraduate degree from the University of Wisconsin in 2015.

Former positions of Trevor Katzban

Companies	Position	End
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance FTCM offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.	Analyst-Equity	2023-04-30
Vivaldi Capital Management LP Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client.	Analyst-Equity	2021-10-31

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Training of Trevor Katzban

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Linked companies

Private companies	3
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Vivaldi Capital Management LP Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client.	Finance
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance FTCM offers a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.	Finance