Broker Check

Team

Trinity Fiduciary Partners, LLC has a core team of professionals to handle key asset management tasks. We also believe strongly in leveraging strategic partnerships to handle Client and Advisor service.

 

Sam Saladino

Founder/CEO/Portfolio Manager

877-334-1283

817-549-0091

Sam has over 20 years of investment management experience and is focused on socially responsible investing. He is the CEO of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Sam was a financial adviser with Ameriprise...

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Tom Payne

Director of Operations, Financial Advisor

877-334-1283

817-549-0091

Tom has been in the financial services industry for fifteen years. He has been an active and faithful parishioner of St. Bonaventure Catholic Community in Concord, CA since 1971. He is a Third Degree member of the Knights of Columbus....

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Dan Mulvey

Portfolio Manager

877-334-1283

817-549-0091

Dan is a fixed income portfolio manager and has over 25 years of experience in the asset management industry. He joined Trinity Fiduciary Partners, LLC in August 2016. Dan serves as a portfolio manager for Epiphany FFV Strategic Income...

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Elizabeth Fahy

Chief Compliance Officer

877-334-1283

817-549-0091

Elizabeth joined Epiphany in November 2011 and has over ten years of regulatory experience. She has worked as an enforcement attorney for the U.S. Securities & Exchange Commission and, most recently, as a trial attorney for the U.S....

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Javier Creixell

Member

877-334-1283

817-549-0091

Javier has over 35 years of investment management experience. He has been a managing member of Trinity Fiduciary Partners, LLC and IWP Holdings, LLC since 2011. Javier is also the chairman of Toston LLC and has been since its creation...

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Cara is married to Founder and Managing Member, Sam Saladino. She has been instrumental from the beginning to the success of Trinity Fiduciary Partners. Now that their three children are in school full time, Cara has joined the team on...

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Jack has over 30 years of experience in the securities industry. He is a Certified Financial Planner (CFP) and a Chartered Retirement Planning Consultant (CRPC). Before joining Trinity Fiduciary Partners, Jack worked with Ameriprise...

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Piedad “Pie” Fracasso

Client Service, Operations Assistant

877-334-1283

817-549-0091

Pie has worked in the financial services industry, Bank of America, and other banking institutions for over 35 years. She has been widowed since 2012 and has two grown children–a son and a daughter. Her family has lived in the...

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