Trevor Lee Headshot.jpg

Trevor Lee

head of finance and operations

Trevor Lee, Head of Finance and Operations, has focused exclusively on the financial services industry his entire career. His exposure spans risk management modeling, regulatory compliance, and enterprise risk management. 

Upon joining Reference Point, Trevor worked on a number of strategic assessments for executive-level clients while also leading IT implementations and serving in project management roles.  Most recently, Trevor has transitioned to an internal role helping manage Reference Point's day-to-day operations. 

Trevor enjoys fishing, basketball, hiking and golfing. He recently passed Level 3 of the CFA examination.

Trevor graduated from the University of Virginia with a BS in Commerce and began his career in consulting at a Big 4 firm.

 
 

“Reference Point's corporate culture has a family feel; I can truly say that I enjoy spending time with my coworkers - both at work and outside of the office. We work as a team to tackle not only client problems but also to define who we want to be as a firm. The ability to create the type of culture in which we all want to work is an exciting opportunity that I think is pretty unique. ”

 

 

Want to Join Our Team?

We’re actively looking for driven management consultants and financial services professionals to help lead and contribute to our services and overall firm growth.