Jason Trochessett serves Merrill Lynch & Co., Inc., in its Naples, Florida, office as First Vice President. He manages discretionary portfolio investments for high net worth individuals, families, and organizations, in addition to advising clients on investment strategy. Mr. Trochessett uses his expertise in risk management, income generation, and advanced financial modeling to manage irreplaceable assets for high net worth investors and organizations nationwide.
Jason Trochessett is a Florida native who graduated with a double major in Finance and Economics from Loyola University New Orleans in 1991. He has since earned the designation of Certified Investment Management Analyst through The Wharton School at the University of Pennsylvania. Mr. Trochessett additional continuing education credits include a designation as a Certified Financial Manager; a license in the Life, Health, and Annuities category; and Series 7 and 66 licensure. Through Merrill Lynch, Mr. Trochessett also holds a designation as a Personal Investment Advisor.
Jason Trochessett began his career by working with Fortune 500 companies and the U.S. government-owned Resolution Trust Corporation during the savings and loan crisis of the early 1990s. During this time, he uncovered hidden opportunities and solutions to financial risks that were often unforeseen. This experience in seeing what could go wrong, how it could have been avoided, and how to solve those issues serves his clients well to this day. He joined Merrill Lynch in 1998.
After 14 years with Merrill Lynch, Jason Trochessett has gained extensive experience in financial management, particularly in planning for philanthropic and other endowments and family-run foundations. He also focuses on assessing and managing risks with innovative solutions while working with equities, fixed-income, and alternative investments. As a respected figure in his industry, he has served as an invited guest speaker at wealth management conferences and as a member of a variety of professional committees.