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Gary B
Series 66
Orland Park, IL
Triex Financial Services, Inc.
Gary Bertacchi is a financial advisor with Triex Financial Services, Inc. in Orland Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Triex Financial Services since 2011. Outside of his advisory work, he serves as President and CEO of the Cord Vanderpool Private Foundation. Triex Financial Services provides discretionary investment management primarily to individual investors and similar entities such as pension plans, trusts, estates, and charitable organizations. The firm focuses on mutual fund and ETF allocation strategies using technical and quantitative methods, including market-timing and short strategies that are uncommon in its peer group.
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