Managing Director, Head of National Accounts
Trevor Sotell is a Managing Director and Head of National Accounts for CION Investments. Trevor builds and maintains CION’s national partner relationships by working cross-functionally with home office personnel, research analysts, and due diligence officers. Trevor also works with our capital raising team as product specialist across our alternative investment solutions, providing insights and guidance on a myriad of asset classes. Trevor joined CION in 2016 and has covered both the East & West Coast from a fundraising and relationship management capacity, which includes Wirehouses, Independent Broker-Dealers, and RIA’s. Prior to joining CION, he worked at Lord, Abbett & Co in their sales group educating financial professionals on their equity and fixed income strategies. Previously, he was an analyst at JPMorgan in their Chief Investment Office.
Mr. Sotell received a B.S. in Finance from Gwynedd Mercy University. He currently holds FINRA Series 7 and 63 licenses.
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