Skip to main content

Site Navigation

Site Search

KLR Newsroom

Michael Trotter Joins KLR Wealth Management, LLC as Chief Investment Officer

March 04, 2022

Michael joins KLR Wealth Management to help guide and navigate clients during a volatile time in the markets.

KLR Wealth Management, LLC, today announced Michael Trotter as its Chief Investment Officer and Chair of its Investment Committee. Trotter will oversee KLR Investment Advisors, LLC investment strategy and the management of client portfolios.

“I am thrilled Michael has joined our team, given his experience and the expertise he will bring to our clients,” said Peri Ann Aptaker, Managing Director, KLR Wealth Management, LLC. “With his disciplined approach to investing, Michael will be a valuable asset in driving growth for our expanding wealth management practice.”

“I am extremely impressed with KLR Wealth Management’s operation and the quality of the team,” said Trotter. “I am excited to be in such good company and welcome the opportunity to help KLR Wealth Management reach a new level of service.”

About Michael Trotter:

Michael Trotter has more than 10 years of Wealth Management experience. His previous experience includes serving as Chief Investment Officer at The Patriot Financial Group, LLC, Vice President and Chief Investment Strategist at Citizens Securities, Inc., and Senior Analyst/Portfolio Manager at ProShare Advisors and The Vanguard Group. Michael holds a BA in Business Economics and a B.S.B.A. in Finance from Bloomsburg University.

Stay informed. Get all the latest news delivered straight to your inbox.

up arrow Scroll to Top