Milwaukee Investment Professionals

Tom Trebby

BACKGROUND

Tom is a Vice President at the firm, with over 25 years of investment experience in assisting high net worth individuals, corporations and foundations pursue their investment goals. He graduated from Marquette University in 1977 with a degree in Business Administration and major in Accounting. Prior to working in the investment field, Tom was a Senior Auditor for a national public accounting firm and also an Executive Recruiter. He earned the Certified Public Accountant (CPA) designation in 1980. In 2005, Tom earned the Certified Investment Management Analyst (CIMA®) designation offered through IMCA (Investment Management Consultants Association). Tom grew up in Milwaukee and has lived in Wisconsin most of his life. He is an avid golfer and enjoys travel, reading and attending sporting events. He also participates in numerous fund-raising and community service activities.

Tom Trebby
Vice President, Investments

Telephone: 414-727-2229
Email:  ttrebby@northlandsecurities.com

EDUCATION:

Marquette University
B.S. Accounting
Graduated Cum Laude in 1977

PROFESSIONAL LICENSES:

Series 7, 8, 24, 63 and 65