Trillium Square Advisors

We at Trillium Square Advisors LLC have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients.

Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ^® designation and has an MBA from Duke University where he was a Fuqua Scholar.

He started his career as a Software Engineer at Microsoft and holds a Computer Science & Engineering degree from Indian Institute of Technology (IIT), Bombay.

Michelle Davis has a background in corporate accounting, public accounting and taxation with nearly ten years as a Revenue Field Auditor at the NC Department of Revenue. She is a licensed Certified Public Accountant (CPA) and is currently pursuing a Certified Financial Planner (CFP^®) certification, having passed the November 2021 CFP^® Exam. Additionally, she is also FINRA Series 65 licensed.

Michelle is a second career accountant having started her career in hospitality, and her first degree is in Science. She is an active volunteer with the NC Council on Economic Education and the NC Association of CPAs.

Ananya Mishra is a Financial Mathematics graduate student at NC State. He has previously worked as a data analyst in firms consulting on public finance and has worked in managerial roles with the largest lender in India in various segments like retail, small businesses and agricultural financing. He has also worked with fintech start-ups as a Quantitative Advisor on products and strategies. Having a Masters in Operational Research, he has academic and professional experience in software programming in R, Python and SQL, optimization techniques and statistical modelling.