Orlando Plascencia is a financial advisor at Trinity Capital Management, LLC with a Series 65 designation and four years of industry experience. He previously worked at Clover Financial & Insurance Services, Inc. DBA Trinity Financial Partners for seventeen years. Trinity Capital Management provides comprehensive wealth management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and multi-factor academic research, emphasizing broad global diversification and targeted risk-premium exposures, with a structured Advanced Planning framework coordinated alongside clients’ CPAs and attorneys.

Fredric Fisher is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Trinity Capital Management, LLC since 2008. He holds Series 63 and Series 66 licenses and is also licensed as a life insurance agent. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an academically informed, factor-based investment approach combined with comprehensive planning tailored to clients’ tax situations, time horizons, and risk tolerances.

Andrew Bucher is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Capital Management, LLC since 2006. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach grounded in Modern Portfolio Theory and multi-factor regression analysis, focusing on global diversification and factor-based exposures, while integrating comprehensive planning services tailored to each client’s needs.