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Sukesh P
CFA®
Rolesville, NC
Trillium Square Advisors LLC
Sukesh Pai is a CFA® charterholder with eight years of industry experience, currently serving at Trillium Square Advisors LLC since 2018. He has prior experience at Fasttrackr AI, Prabhu Inc, Self Employed, and QMS Capital Management LP. Outside of advisory work, he is a managing partner at Everest AI Ventures, an AI technology company. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients with financial planning, portfolio management, and corporate cash-management services. The firm employs a blend of active management and quantitative techniques, including algorithmic trading and multi-strategy portfolios, and offers ongoing supervision along with educational seminars as part of its client services.
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