As trusted advisors to the financial services industry, we at Treliant commit ourselves to the highest ethical standards within a company-wide culture of integrity. Our daily conduct is grounded in four CORE Principles: Communication, Open-mindedness, Respect, and Ethical Behavior. Our Ethical Tenets of Independence, Quality, and Integrity define our responsibilities to our colleagues, our clients, and the public. Together, these constitute a Code of Conduct to which our Board of Directors, Senior Advisory Board, and Compliance Committee hold the members of our firm accountable for in all of their interactions and engagements. 

To contact our Chief Compliance and Ethics Officer, Ross Marrazzo or Deputy Chief Compliance and Ethics Officer, Tina Shaver, please send all correspondence to or, respectively.


Board of Directors

Treliant's Board of Directors ensures Treliant's commitments to community, ethics, diversity, and sustainability are maintained. 

Board of Directors members:

  • Martin Nesbitt, Chairman
  • Waldo M. Abbot
  • John Brennan
  • Michael Castleforte
  • Colin Dyer
  • Andrew L. Sandler
  • Dmitri L. Stockton
  • Susanna K. Tisa
  • Neal S. Wolin

Senior Advisory Board

Senior Advisory Board members: