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 detailed stock and fund 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 18 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). Before joining Clearview Wealth Management, Treven was a Senior Portfolio Manager with a Charlotte based RIA firm for 14 years. Prior to his experience in Charlotte, Treven managed both individual portfolios and institutional pension plans for a financial services firm 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 experience leaves no stone unturned when it comes to finding value for his clients’ investment portfolios.
Treven is a devoted member of the Charlotte community. He is an active member in the Charlotte Economics Club, a volunteer soccer coach for Charlotte Soccer Academy, and a coach for Odyssey of the Mind school teams. Treven’s wife Julie, is a partner at LB&A, CPA in Matthews, NC and son Ryan, age 13 is an avid soccer and lacrosse player. They live in the Ballantyne/Blakeney area of Charlotte.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.