CoverProfile

John Trammell

Managing Director, Global Strategic Relationships

Symphony Financial Partners

United States, New York, New York

About Me

Mr. Trammell oversees the Global Strategic Relationships of Symphony. Before joining Symphony, he was a Managing Director/Institutional Sales with Solovis LLC. Prior to Solovis, John was a member of the management committee at Novus Partners. Before moving to the FinTech industry, John was the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors which acquired Cadogan Management, LLC. He also spent seven years at Investor Select Advisors where he served as the Chief Executive Officer. John received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.

Profile Information

Managing Director, Global Strategic Relationships

Symphony Financial Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jul 24, 2024

Work Experience

Solovis, Inc.

Sales Director
Aug 2017 - Sep 2018

Novus Partners, Inc.

Managing Director
Sep 2014 - Jul 2017

New York Episcopalian Diocesan Investment Trust

President
Jan 2012 - Dec 2020

Tiedemann Investment Group

Advisory Board Member
Jan 2012 - Jan 2020

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