Trevor Lee
Client Service Associate
Trevor Lee is a Client Services Associate at Mainstream Capital Management, LLC, where he supports the firm’s day-to-day operations and assists in providing a high level of service to clients. In his role, Trevor works closely with the team to help ensure client needs are addressed efficiently and thoughtfully while developing his knowledge and experience in wealth management.
Trevor earned a Bachelor of Arts in Cognitive Science from the University of Southern California. He holds the SIE, Series 7, and Series 66 licenses and is continuing his professional development with the goal of growing into a financial advisory role.