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Manager - President & CIO · Renaissance Investment Group, LLC

Trevor M. Forbes

CRD 5994373 · Named on Form ADV at one SEC-registered adviser

At a glance

Renaissance Investment Group, LLC, an SEC-registered wealth manager based in Lenox, MA with $726 million in regulatory assets, lists Trevor M. Forbes on its Form ADV as Manager - President & CIO, a control person.

Firms and roles

AtlasMembers

Trevor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2011 (14 years)
Designations
None on file
Exams
Series 65
Registered in
9 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Trevor’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paula M. HilcheyChief Compliance Officer, DOO & Managing Director, Renaissance Investment Group, LLC
  • Thomas E. MalinowskiFinancial Advisor & Managing Director, Renaissance Investment Group, LLC
  • Lori J. KilleenClient Relations Executive & Managing Director, Renaissance Investment Group, LLC
  • Christopher A. SilipignoManager-Chief Executive Officer, Renaissance Investment Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.