Kevin Okimoto, Founder
As a founding partner of Trellis Wealth Advisors, Kevin Okimoto shares equal responsibility for every aspect of running the business, working with clients, and managing portfolios.
Prior to founding Trellis Wealth Advisors, Kevin was a Founding Partner, Head of Investment Management Group, and Chief Operating Officer of Sterling Stamos Capital Management, LP, a private investment firm that invests globally across alternative and traditional asset classes on behalf of ultra high net worth and institutional investors.
As one of the original three members of the founding team, Kevin helped build the firm from $26 million to over $7 billion in assets under management, which culminated in a partial sale of a non-controlling stake to Merrill Lynch.
His primary responsibilities focused on running the operations of the business, developing and managing the firm's relationships with its investors, and creating and leading the firm's strategy in Asia.
Before joining Sterling Stamos, Kevin was a financial professional at Robertson Stephens, an investment bank, where his responsibilities included facilitating stock distributions on behalf of venture capital funds to general and limited partners.
Kevin earned a BS degree in Commerce from Santa Clara University.
Email | kevin@trelliswealth.com