Treliant is an essential, global consulting partner to the financial industry.

We help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges through the delivery of data-driven, technology-enabled advisory, implementation, and staffing solutions.

Why Treliant

Our caliber of people, client-focused services, and core values distinguish our team from today’s standard consulting firm. We have been where you are, faced the problems you’ve faced, and we weigh the opportunities in front of you so that you can understand the solutions that await. As former in-house industry practitioners and regulators, we craft effective responses and sustainable strategies so all our clients can succeed.

Our Experts

Treliant’s trusted advisors have sat in your chair and experienced your challenges. This hard-earned empathy informs how we help all our clients.

Meet Our Team

Our Services

We work with you to advise on strategies or augment your objectives across a full range of business challenges.

Services

Our Core Principles

Here at Treliant, we hold ourselves to the highest standards of diligence and transparency regarding client engagements and conflict. As trusted advisors, we commit ourselves to top ethical standards and expect those who work with us to act in accordance with our following Treliant Code of Conduct.

Treliant’s daily conduct is grounded in four CORE principlesCommunication, Open-mindedness, Respect, and Ethical Behavior. Our Ethical Tenets include Independence, Quality, and Integrity. Collectively, these principles and tenets define our responsibilities to our colleagues, our clients, and the public.

Code of Conduct

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 our interactions and engagements. At Treliant we hold ourselves to the highest standards of diligence and transparency, as it relates to client engagements and conflicts. We have a detailed conflicts-check process that we instill for every engagement.

Read our Code of Conduct to learn more about the standards, expectations, and values of Treliant employees. For further queries, please contact our Chief Compliance and Ethics Officer, John Carey or Melissa Brisco, Deputy Chief Compliance and Ethics Officer.

Leadership

Board of Directors

  • Martin Nesbitt (Chairman)
  • Waldo Abbot
  • John Brennan
  • Michael Castleforte
  • William Dudley
  • Colin Dyer
  • Vicki Fuller
  • John Garabedian
  • Julie Howard
  • David Samuels
  • Dmitri Stockton
  • Susanna Tisa
  • Neal Wolin

Compliance Committee

  • John P. Carey, Chair
  • Melissa Brisco, Deputy Chair
  • Howard A. Eisenhardt
  • B. Scott Fisher
  • Brendan Gorman
  • David Samuels

Senior Advisors

  • Waldo Abbot
  • Peter Bass
  • Jim Causey
  • William Dudley
  • Fred Finke
  • Tom Freeman
  • Cathy Lemieux
  • Charanpal Matharu
  • Carl Pry
  • Peter Reynolds

Work at Treliant

Join our growing, entrepreneurial, and innovative team. Work alongside talented, driven professionals and industry thought leaders.