Trevor John

Senior Investment Associate

Trevor John joined the Mozaic team in 2024. He operates as the client lead for a suite of Mozaic's family relationships. Within this role, Trevor is responsible for portfolio construction and management, developing appropriate asset allocations, conducting investment performance analysis, and guiding clients through financial and estate planning matters.

Prior to joining Mozaic, Trevor spent 5 years playing professional basketball throughout Europe and the NBA G League. He has also worked as an Associate at Rubey & Rust Capital Management, a private wealth management firm located in the Bay Area, and as a Research Analyst for commercial real estate investment firm, ACRE Investment Co.

A former NCAA Division 1 student-athlete, Trevor graduated from California Polytechnic State University, San Luis Obispo cum laude with a B.S. in Business Administration and a Concentration in Finance. He subsequently graduated with highest honors from Drexel University, earning a Master’s in Business Administration with a Concentration in General Business.

Trevor has passed all 3 levels of the Chartered Financial Analyst (CFA®) program. In his free time, he enjoys playing basketball, running, weightlifting, golfing, and most any other outlet to remain active. He also enjoys watching sports and movies, as well as reading, preferring nonfiction titles.