Ethan supports our in-house trading operations including model enrollments, rebalances, reporting, research, and trading.  

When did you join Trek and what do you love about being at Base Camp?

I joined Trek in October of 2020. I have spent my entire career in financial services through various roles including portfolio management, performance analysis, as well as trading. I am passionate about this role and what I do, and working with the Trek team has given me opportunity to expand my knowledge and skills, further develop our investment services, and tackle challenging projects that continue to support my professional growth.

What does “improving quality for advisors and their teams,” mean to you?

If we are bringing ways to find advisors more time, give them ways to deepen their client relationships, and grow their businesses – we are improving not just quality, but their lives.

What keeps you busy when you aren’t at work?

When I’m not at work, you can find me outdoors with my dog. I enjoy hiking, camping, fishing, and golfing.