Trevor Rozier-Byrd
Founder and CEO at Stackwell | Boston, Massachusetts, United States
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Trevor Rozier-Byrd, as the Founder and CEO of Stackwell, is at the forefront of a transformative movement aimed at addressing the racial wealth gap in America. With a robust background in investment banking and a Juris Doctor from Boston University School of Law, Trevor leverages his expertise in securities regulation, corporate law, and venture capital to drive Stackwell’s mission of enhancing financial wellness among diverse communities. Under his leadership, Stackwell has developed an innovative fintech platform that not only automates portfolio construction but also emphasizes financial education, empowering users to build their investor identity and confidence.
Key projects spearheaded by Trevor include the implementation of a science-based engagement model that fosters behavioral change in financial habits, making investing more accessible and relatable for underrepresented groups. By integrating advanced technology with a deep understanding of capital markets, Stackwell stands out as a pioneering force in the fintech landscape. Trevor’s commitment to corporate governance and securities offerings ensures that the platform adheres to the highest standards of compliance while delivering value to its users.
In addition to his operational acumen, Trevor is a passionate advocate for financial literacy, frequently engaging in discussions and workshops that highlight the importance of asset ownership and investment strategies tailored for diverse Americans. His vision for Stackwell is not just about financial growth; it’s about creating a sustainable ecosystem where all individuals have the tools and knowledge necessary to thrive financially, thereby contributing to a more equitable society. Through his leadership, Trevor Rozier-Byrd is not only shaping the future of fintech but also championing a cause that resonates deeply with the need for inclusivity in wealth creation.
Founder and CEO at Stackwell in October 2020 to Present
Managing Director, Head of Alpha Platform Strategy & Business Development at State Street in February 2020 to August 2021
Managing Director, Platform Solutions at State Street in April 2019 to March 2020
Vice President, Platform Solutions at State Street in October 2018 to March 2019
Vice President, Global Exchange Strategy at State Street in November 2017 to October 2018
Vice President, Global Exchange Analytics at State Street in October 2016 to November 2017
Vice President and Counsel at State Street in August 2015 to October 2016
Senior Associate at WilmerHale in January 2013 to June 2015
Associate at Sidley Austin LLP in October 2010 to January 2013
Legal Intern at US Securities and Exchange Commission in September 2009 to December 2009
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Securities Regulation
Corporate Law
Mergers & Acquisitions
Corporate Governance
Securities Offerings
Venture Capital
Legal Writing
Capital Markets
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What is Trevor Rozier-Byrd email address?
Email Trevor Rozier-Byrd at [email protected]. This email is the most updated Trevor Rozier-Byrd email found in 2026.
How to contact Trevor Rozier-Byrd?
To contact Trevor Rozier-Byrd send an email to [email protected].
What company does Trevor Rozier-Byrd work for?
Trevor Rozier-Byrd works for Stackwell
What is Trevor Rozier-Byrd's role at Stackwell?
Trevor Rozier-Byrd is Founder and CEO
What is Trevor Rozier-Byrd's Phone Number?
Trevor Rozier-Byrd's phone (413) ***-*104
What industry does Trevor Rozier-Byrd work in?
Trevor Rozier-Byrd works in the Financial Services industry.
Trevor Rozier-Byrd Email Addresses
Trevor Rozier-Byrd Phone Numbers
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