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Est. 2026The front page of wealth managementNew York

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Jeff Motske

Co-founder, president and chief executive at Trilogy Capital

At a glance

Our coverage identifies Jeff Motske as co-founder, president and chief executive at Trilogy Capital (our reporting, November 10, 2026). One story in our coverage names them so far.

Firm
Trilogy Capital
Role
Co-founder, president and chief executive
In our coverage
1 story

In the news

  1. Trilogy adds $225 million Morgan Stanley adviser Whitman to San Diego officeFinancial ADVSR

How this page is built

Every line on this page comes from a story that names Jeff Motske: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 10, 2026. All people in our coverage →