John B. Trevor IV, CFP®
Managing Director, Secretary and CISO
John, a Certified Financial Planner™ professional with over 15 years of investment management experience joined Parsons Capital Management in January 2011. Prior to that, John provided portfolio management and financial planning services for clients of Slocum, Gordon & Company in Newport, RI. John graduated from the University of Colorado with a BA in Political Science and received his MBA from the University of Rhode Island. He completed the financial planning certification program at Bryant University.
John serves on the board of the Providence Mutual Fire Insurance Company. He is treasurer of St. John’s Episcopal Church of Fishers Island, NY. He chairs the endowment funds board of Central Congregational Church in Providence, and serves on the investment committee of St. Andrew's School in Barrington, RI. John has served on the board of the Audubon Society of Rhode Island, where he chaired the investment committee and as a trustee for Gordon School, where he also served on its investment committee. John is a former president and current trustee of IGWE Trust and a member of the Financial Planning Association of RI.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.