Menu

Governance

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 firm in all of our interactions and engagements. 

To contact our Chief Compliance and Ethics Officer, Ross Marrazzo, please send all correspondence to rmarrazzo@treliant.com.

Board of Directors

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

Board of Directors members: