Management Team

John B. Trevor IV, CFP®

John joined Parsons Capital Management in January of 2011. He formerly worked with investment clients at the Newport-based investment firm of Slocum Gordon & Co. LLP.

John is a Certified Financial Planner® and works with clients to develop financial plans that provide detailed analysis and graphic representation of their overall financial situation. John works hand-in-hand with individuals, couples and families to address their goals for retirement planning and education funding as well as other pivotal areas such as asset allocation, insurance coverage, and tax planning.

John is a member of the Rhode Island State Planning Council, where he serves as the environmental advocate, and a member of the Financial Planning Association of Rhode Island. He is currently the treasurer of St. John's Episcopal Church in Fishers Island, New York, and also a member of the permanent Deaconate at Central Congregational Church in Providence. He is a member of the investment committee for the Gordon School in East Providence, where he formerly served as a trustee. John was previously a board member for the Audubon Society of Rhode Island and chair of its investment committee.

John received a Bachelor of Arts degree in political science from the University of Colorado and earned his MBA at the University of Rhode Island. He also received a Certificate in Financial Planning from Bryant University.

Contact John at jtrevor@parcap.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Group Photo

"John is a Certified Financial Planner® and works with clients to develop financial plans that provide detailed analysis and graphic representation of their overall financial situation."