$3.9 trillion
In invested assets globally
As of 12/31/2022
Managing multigenerational wealth
When it comes to your family, your employees or your organization, you have important goals and specific concerns. You need the guidance of an experienced advisor or Institutional Consultant, backed by the resources of a global wealth manager.
Whether you are a wealth management client or an institutional plan sponsor, Trillium Partners operates under the golden rule: your success is our success. The core focus of our team is our clients, and we strive to help them reach their goals.
Our team can address a broad scope of sophisticated financial needs while offering high-touch client service. We draw on our own knowledge and industry designations, as well as the full capabilities of UBS, to design creative strategies that reflect your unique situation.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Harris works with institutional clients to provide financial benefits to members and employees. He specializes in the complexities of trusteed assets and provides sophisticated advice for individuals and fiduciaries. As an Adjunct Instructor for Augusta University, he teaches courses to students and professors. He also leads seminars at colleges, trade organizations and district meetings.
Harris is a graduate of the University of Georgia, and serves as a partner of Trillium Partners after joining in 2000. He has earned numerous prestigious industry certifications, including the Certified Investment Management Analyst designation from the Wharton School of Business and the Chartered Retirement Plans designation from the College for Financial Planning. Additionally, Harris has attained a PlanSuccess Certification in Behavioral Finance from the Center of Behavioral Finance.
Outside of work, Harris volunteers his time and resources to Habitat for Humanity, the Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta, and the Leukemia & Lymphoma Society. In his personal time, he enjoys spending time with his wife and two children.
Laura joined UBS in 2001 and has over 20 years of experience in the industry. Leveraging her natural strengths of listening and problem solving, she offers highly personalized service. She specializes in helping clients who are 'suddenly single': divorced or widowed, and couples entering retirement. By putting herself in the client’s shoes, Laura is able to provide customized solutions to help them meet their goals. Her passion for personal, tailored service and ability to efficiently handle specific needs help set her and the team apart. Dedicated to providing holistic financial and retirement planning for complex situations, Laura helps with all facets of a client’s financial picture.
Laura holds the Certified Exit Planner® (CEPA®) designation and seeks to help business owners and their families benefit from their lives’ work. Within the firm, she is a Portfolio Management Professional (PMP®). In addition to these achievements, Laura holds FINRA Series 7 and 66 securities licenses and is also a licensed insurance agent in the state of Georgia. Laura has been recognized as a Forbes Best-In-State Wealth Advisor for the state of Georgia, Forbes Top 200 Women Wealth Advisors, Barron’s Top 100 Women Financial Advisors, and Working Mother Magazine's Top Wealth Advisor Moms.
Laura serves as chairman of the board for the Fellowship of Christian Athletes and serves on the Children’s Healthcare of Atlanta’s legacy advisor board. She is also actively involved with organizations such as the MIT AgeLab, Arete, Women Presidents' Organization (WPO), The Women's Collective advisory board, and the Atlanta Athletic Club (AAC) Finance Committee. She and her husband, Rob, have four children— Parks, Tyler, Porter and Carson—and make their home in Peachtree Corners, GA. Her passions outside of work include playing tennis, reading, CrossFit, and spending time with her family on Lake Oconee.
Originally from NC, Justin moved to Atlanta and joined UBS in 2006. Through his 18 years in the financial services industry, he brings a wealth of knowledge and experience to serve clients. He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Certified Private Wealth Advisor (CPWA®) professional. Justin is a graduate of the University of North Carolina at Chapel Hill with a B.A. Economics and B.A. Management and Society. He holds his FINRA Series 7 and 66 licenses.
Justin develops and builds relationships with high net worth individuals and families. The foundation for these relationships is built through listening and understanding the uniqueness of each client’s needs and circumstances. He provides comprehensive financial planning as a service to bring all aspects of their lives together. In addition to financial planning Justin specializes in asset allocation, portfolio construction and risk management, and investment manager selection and evaluation.
Justin, his wife and three children reside in Atlanta with their black lab. Outside of the office he enjoys fishing, hunting and spending time with family and friends. He also volunteers his time as a coach for his kids’ sports teams.
Betsy is a native of Atlanta and joined Trillium Partners in 2010. Betsy works with high net worth individuals and families by helping them manage every aspect of their financial picture. As a CERTIFIED FINANCIAL PLANNER (CFP®), Betsy develops and maintains comprehensive financial plans. Betsy customizes each plan for each client, taking into account their unique situation, goals, and needs. She plays an essential role in onboarding new clients, and servicing important long-standing relationships. Betsy also lends her expertise by providing education to our 401(k) plan participants. In addition to earning her CFP® from the University of Georgia, she attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. Outside of work, Betsy enjoys spending time with her husband Steve and their son, Warren. Betsy serves on the Primrose Parent's Advisory Council and is passionate about multiple local charities, including the Humane Society of Forsyth County.
Cory works with institutional clients to address communication needs, including employee education, retirement transitions and executive financial planning. As part of the team, he helps provide personalized service and investment management experience. With complicated benefits packages, there can be potential for complex tax consequences and plans sponsors need specialized advice. After spending 6 years as a public accountant, Cory joined UBS. He has experience in multiple areas including corporate & non-profit audits, individual, entity, trust, and estate taxation. Cory has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation, the Chartered Retirement Plans designation from the College for Financial Planning and is a Certified Public Accountant (CPA) in the state of Georgia. He received his B.S. in Business Administration (Accounting) as well as his Master of Accountancy from Auburn University. Outside of work, Cory is an active leader in his church where he serves as the music leader for Sunday services. Cory and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb.
Karen joined UBS in 2016 with over 12 years of financial industry experience, along with an extensive background of over 25 years in retail sales, management and event planning. After attending The American College for Applied Arts for Fashion Merchandising, Karen went on to work for luxury retailers – Christian Dior, Estee Lauder, Neiman Marcus and Brooks Brothers in sales, management and event planning. As an accomplished professional and a proven facilitator, Karen sets high standards and expectations to meet each advisor and providing white glove treatment to our client's in a timely, friendly, and proactive manner. She enjoys spending time with her husband Calvin, their two children, their three active grandchildren, writing on her blog, and any beach with a sunset.
Steven joined UBS in 2018 as a Wealth Management Advisor and Financial Planner. Steven specializes in delivering tailored financial planning solutions to his clients in order to help them achieve their short term and long term financial goals. His main focus is educating clients through holistic financial planning. These solutions cover areas such as investment management, equity compensation, deferred compensation, retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation, as well as his Accredited Wealth Management Advisor (AWMA®) designation.
Steven is a graduate of the University of Mississippi where he earned his BBA in Management, as well as his MBA. He currently lives in Buckhead in the Peachtree Hills community, and is a golf enthusiast. He also expresses his love for the outdoors and education by sitting on the board of both the Safari Club International’s local chapter, and the Ole Miss MBA Program.
Jasmine joined UBS in October 2018 as a Senior Registered Client Service Associate, and recently became a member of the Trillium Partners team in December 2020. She has over 11 years of experience in the financial services industry from the firm, Wells Fargo and Merrill Lynch. Jasmine delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately. As a Client Service Associate, her favorite parts of the job are meeting with clients, helping them with our provided services and the opportunity for quick problem solving.
Jasmine has a B.A. in Finance from Georgia Southern University and holds her Series 7 and 66 securities licenses. She currently resides in Atlanta, GA with her husband. In her spare time she enjoys Atlanta sporting events, cooking, traveling to the beach and volunteering in her community.
Jasmine began her career at UBS in June 2021 as a client service associate. She is a recent graduate from Georgia Southern University where she was a Parker Business Scholar and graduated with two BBA degrees in Finance and Business Management. She now holds her Series 7 and 66 licenses, as is currently a Chartered Financial Analyst (CFA) Level 1 candidate. As a Client Service associate, Jasmine works closely with the advisors and team to make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service. In her spare time, Jasmine enjoys visiting gardens, going to art museums, and spending time with her friends and family. She is also very passionate about spreading financial literacy to underserved communities.
Anthony has been with UBS since 2018 and is a graduate of Georgia State University with B.A. in economics. He previously was working with the Wealth Advice Center at UBS focusing on equity award consultation and financial planning. Anthony has earned the Certified Financial Planner™ (CFP®) designation as well as holding the Series 7 and Series 66 licenses. His specialty is holistic financial planning, providing education as well as customized solutions for each of his clients. This process includes delivering guidance on all aspects of his client’s financial well-being and updating their financial plans as their needs change. Anthony is a California native and now calls Georgia home. He and his wife live in Atlanta and enjoy going to see local concerts, sporting events and volunteering at their church in Buckhead.
Harris works with institutional clients to provide financial benefits to members and employees. He specializes in the complexities of trusteed assets and provides sophisticated advice for individuals and fiduciaries. As an Adjunct Instructor for Augusta University, he teaches courses to students and professors. He also leads seminars at colleges, trade organizations and district meetings.
Harris is a graduate of the University of Georgia, and serves as a partner of Trillium Partners after joining in 2000. He has earned numerous prestigious industry certifications, including the Certified Investment Management Analyst designation from the Wharton School of Business and the Chartered Retirement Plans designation from the College for Financial Planning. Additionally, Harris has attained a PlanSuccess Certification in Behavioral Finance from the Center of Behavioral Finance.
Outside of work, Harris volunteers his time and resources to Habitat for Humanity, the Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta, and the Leukemia & Lymphoma Society. In his personal time, he enjoys spending time with his wife and two children.
Laura joined UBS in 2001 and has over 20 years of experience in the industry. Leveraging her natural strengths of listening and problem solving, she offers highly personalized service. She specializes in helping clients who are 'suddenly single': divorced or widowed, and couples entering retirement. By putting herself in the client’s shoes, Laura is able to provide customized solutions to help them meet their goals. Her passion for personal, tailored service and ability to efficiently handle specific needs help set her and the team apart. Dedicated to providing holistic financial and retirement planning for complex situations, Laura helps with all facets of a client’s financial picture.
Laura holds the Certified Exit Planner® (CEPA®) designation and seeks to help business owners and their families benefit from their lives’ work. Within the firm, she is a Portfolio Management Professional (PMP®). In addition to these achievements, Laura holds FINRA Series 7 and 66 securities licenses and is also a licensed insurance agent in the state of Georgia. Laura has been recognized as a Forbes Best-In-State Wealth Advisor for the state of Georgia, Forbes Top 200 Women Wealth Advisors, Barron’s Top 100 Women Financial Advisors, and Working Mother Magazine's Top Wealth Advisor Moms.
Laura serves as chairman of the board for the Fellowship of Christian Athletes and serves on the Children’s Healthcare of Atlanta’s legacy advisor board. She is also actively involved with organizations such as the MIT AgeLab, Arete, Women Presidents' Organization (WPO), The Women's Collective advisory board, and the Atlanta Athletic Club (AAC) Finance Committee. She and her husband, Rob, have four children— Parks, Tyler, Porter and Carson—and make their home in Peachtree Corners, GA. Her passions outside of work include playing tennis, reading, CrossFit, and spending time with her family on Lake Oconee.
Originally from NC, Justin moved to Atlanta and joined UBS in 2006. Through his 18 years in the financial services industry, he brings a wealth of knowledge and experience to serve clients. He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Certified Private Wealth Advisor (CPWA®) professional. Justin is a graduate of the University of North Carolina at Chapel Hill with a B.A. Economics and B.A. Management and Society. He holds his FINRA Series 7 and 66 licenses.
Justin develops and builds relationships with high net worth individuals and families. The foundation for these relationships is built through listening and understanding the uniqueness of each client’s needs and circumstances. He provides comprehensive financial planning as a service to bring all aspects of their lives together. In addition to financial planning Justin specializes in asset allocation, portfolio construction and risk management, and investment manager selection and evaluation.
Justin, his wife and three children reside in Atlanta with their black lab. Outside of the office he enjoys fishing, hunting and spending time with family and friends. He also volunteers his time as a coach for his kids’ sports teams.
Betsy is a native of Atlanta and joined Trillium Partners in 2010. Betsy works with high net worth individuals and families by helping them manage every aspect of their financial picture. As a CERTIFIED FINANCIAL PLANNER (CFP®), Betsy develops and maintains comprehensive financial plans. Betsy customizes each plan for each client, taking into account their unique situation, goals, and needs. She plays an essential role in onboarding new clients, and servicing important long-standing relationships. Betsy also lends her expertise by providing education to our 401(k) plan participants. In addition to earning her CFP® from the University of Georgia, she attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. Outside of work, Betsy enjoys spending time with her husband Steve and their son, Warren. Betsy serves on the Primrose Parent's Advisory Council and is passionate about multiple local charities, including the Humane Society of Forsyth County.
Cory works with institutional clients to address communication needs, including employee education, retirement transitions and executive financial planning. As part of the team, he helps provide personalized service and investment management experience. With complicated benefits packages, there can be potential for complex tax consequences and plans sponsors need specialized advice. After spending 6 years as a public accountant, Cory joined UBS. He has experience in multiple areas including corporate & non-profit audits, individual, entity, trust, and estate taxation. Cory has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation, the Chartered Retirement Plans designation from the College for Financial Planning and is a Certified Public Accountant (CPA) in the state of Georgia. He received his B.S. in Business Administration (Accounting) as well as his Master of Accountancy from Auburn University. Outside of work, Cory is an active leader in his church where he serves as the music leader for Sunday services. Cory and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb.
Karen joined UBS in 2016 with over 12 years of financial industry experience, along with an extensive background of over 25 years in retail sales, management and event planning. After attending The American College for Applied Arts for Fashion Merchandising, Karen went on to work for luxury retailers – Christian Dior, Estee Lauder, Neiman Marcus and Brooks Brothers in sales, management and event planning. As an accomplished professional and a proven facilitator, Karen sets high standards and expectations to meet each advisor and providing white glove treatment to our client's in a timely, friendly, and proactive manner. She enjoys spending time with her husband Calvin, their two children, their three active grandchildren, writing on her blog, and any beach with a sunset.
Steven joined UBS in 2018 as a Wealth Management Advisor and Financial Planner. Steven specializes in delivering tailored financial planning solutions to his clients in order to help them achieve their short term and long term financial goals. His main focus is educating clients through holistic financial planning. These solutions cover areas such as investment management, equity compensation, deferred compensation, retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation, as well as his Accredited Wealth Management Advisor (AWMA®) designation.
Steven is a graduate of the University of Mississippi where he earned his BBA in Management, as well as his MBA. He currently lives in Buckhead in the Peachtree Hills community, and is a golf enthusiast. He also expresses his love for the outdoors and education by sitting on the board of both the Safari Club International’s local chapter, and the Ole Miss MBA Program.
Jasmine joined UBS in October 2018 as a Senior Registered Client Service Associate, and recently became a member of the Trillium Partners team in December 2020. She has over 11 years of experience in the financial services industry from the firm, Wells Fargo and Merrill Lynch. Jasmine delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately. As a Client Service Associate, her favorite parts of the job are meeting with clients, helping them with our provided services and the opportunity for quick problem solving.
Jasmine has a B.A. in Finance from Georgia Southern University and holds her Series 7 and 66 securities licenses. She currently resides in Atlanta, GA with her husband. In her spare time she enjoys Atlanta sporting events, cooking, traveling to the beach and volunteering in her community.
Jasmine began her career at UBS in June 2021 as a client service associate. She is a recent graduate from Georgia Southern University where she was a Parker Business Scholar and graduated with two BBA degrees in Finance and Business Management. She now holds her Series 7 and 66 licenses, as is currently a Chartered Financial Analyst (CFA) Level 1 candidate. As a Client Service associate, Jasmine works closely with the advisors and team to make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service. In her spare time, Jasmine enjoys visiting gardens, going to art museums, and spending time with her friends and family. She is also very passionate about spreading financial literacy to underserved communities.
Anthony has been with UBS since 2018 and is a graduate of Georgia State University with B.A. in economics. He previously was working with the Wealth Advice Center at UBS focusing on equity award consultation and financial planning. Anthony has earned the Certified Financial Planner™ (CFP®) designation as well as holding the Series 7 and Series 66 licenses. His specialty is holistic financial planning, providing education as well as customized solutions for each of his clients. This process includes delivering guidance on all aspects of his client’s financial well-being and updating their financial plans as their needs change. Anthony is a California native and now calls Georgia home. He and his wife live in Atlanta and enjoy going to see local concerts, sporting events and volunteering at their church in Buckhead.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We offer experienced guidance and consulting for your organization, retirement plan or endowment. Our team draws on the financial strength and robust institutional capabilities of UBS. Together, we’ll work to pursue your goals for your employees and your institution.
“I feel very proud of the fact that we are helping guide families to being financially strong and that multiple generations are benefiting from the advice we provide. I wholeheartedly believe that a unique component of the American Dream is to be financially sound enough to retire with dignity and confidence on your own terms. My purpose is to help the employees we serve fulfill that dream.”
– Harris M. Gignilliat, Senior Vice President–Wealth Management Senior Institutional Consultant
We are highly skilled and credentialed financial advisors who can connect you with the full resources of UBS, the world’s largest wealth manager. Our team can address a broad scope of sophisticated financial needs while offering high-touch client service. We seek to have a positive impact on the future of your family.
“When a client is going through a transition, whether it’s a divorce, loss of a spouse, selling a business or entering retirement, I want to be there to help. Those are situations where clients can feel vulnerable. There’s a lot of uncertainty. They need a hand to hold each step of the way. It’s rewarding to see fear subside as we work towards taking control of the situation together.”
– Laura W. Wellon, Senior Vice President–Wealth Management
One of the keys to our successful and long-standing client relationships is our commitment to education. We work with younger generations of the family, with retirement plan participants and with investment committee members to help them understand and fulfill their responsibilities.
“Financial planning is more than building an investment portfolio. Planning is listening—it is understanding clients’ core values and purpose, learning who the people are that matter most in their life, identifying major concerns and creating a plan to achieve their life’s vision. Planning is educating—it is helping clients understand asset allocation, financial markets and cash flow needs, coaching through the ups and downs and creating awareness of the emotional challenges one could face in different stages of life. It is the foundation for every client conversation.”
– Justin R. Patteson, Senior Wealth Strategy Associate
Understanding what matters most to you
At Trillium Partners, we seek to make a positive impact on our clients’ lives. During our decades in the financial advisory business, we have worked with a range of individuals, families and institutions to help them navigate complexity and face the future with confidence. Our clients include:
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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