Treven L. Ayers, CFS, CFP®, MA Chief Investment Officer
Treven is a CERTIFIED FINANCIAL PLANNER™ professional, holder of the Certified Fund Specialist (CFS) designation, and the Chief Investment Officer for Clearview Wealth Management. As CIO and head of Clearview’s Investment Committee, Treven is responsible for investment research and developing the overall investment strategies for the firm. He coordinates with the Clearview team of professionals to implement these strategies in each client’s customized portfolio.
Treven has over 23 years of experience encompassing an extensive knowledge of investments including US and International stocks, bonds, mutual funds, closed-end funds, preferred stocks and exchange traded funds (ETFs). Prior to joining Clearview, Treven was a Senior Portfolio Manager with Rinehart Wealth Management for 14 years. Prior to Rinehart Wealth Management, Treven managed both individual portfolios and institutional pension plans for Professional Financial Services, Inc. in Reston, VA.
Treven earned his Bachelor of Arts in Economics / English and his Master’s Degree in Economics from the University of South Carolina. His Master’s degree in Economics gives him a solid global macro-economic outlook. This global view, combined with his deep knowledge and vast experience leaves no stone unturned when it comes to finding value for his clients’ investment portfolios.