Trevor Smith

Director, Investor Data Services

Trevor Smith joined PPB Capital Partners in 2023 as a Director, Investor Data Services. He has more than seven years of experience in project management and product ownership. At PPB, Trevor heads project initiatives for the firm’s digital wealth advisor interface, the PPB Platform.

Prior to joining PPB, Trevor was a Manager of Product Development at American Express, where he was responsible for managing product development for a global risk underwriting application and providing enhancements for end users. In addition to his role at American Express, Trevor’s FinTech project management background has served him well in past senior-level product development and platform management positions at American Express, Chubb and Discover Financial Services.

Trevor and his wife reside in Wilmington, Del. He enjoys playing soccer, biking, completing DIY projects and attending live concerts and comedy shows. He received a B.S. in Business Management and an MBA in Management Information Systems from Wilmington University. He also obtained PMP and PMI-ACP certifications from the Project Management Institute.