Gary Bertacchi - President
gary@triexfin.com
 Serving as a former director and CEO for two different companies where he managed in excess of 50 employees, Gary knows first hand what it takes to build a company from the ground up and transform it into a profitable enterprise with over $2 billion in trust assets.
A recipient of both a law degree from John Marshall Law School in Chicago and an Accounting Degree from DePaul University, Gary had six years of bank and trust experience working for the Bank of Hickory Hills before forming and operating two trust companies, which would later merge into one. Over the next 15 years, Gary managed a staff in excess of 50 employees and grew the trust company's assets to an amount surpassing $2 billion.
Since 2000 he has acted as the Managing Director of a registered investment advisory firm in Orland Park, Illinois until the formation of Triex Financial Services. During this time, Gary has studied and created technical, statistical and fundamental trading programs which trade mutual fund accounts. As President, CEO and a Board Member of Triex Financial Services, Gary is also President and CEO of the Cord Vanderpool Foundation and a Director of the Panta Foundation.
Terry Foster - Vice President
terry@triexfin.com
 Terry started her career working as an executive assistant at a fortune 100 company until being employed with Gary Bertacchi at the trust company in various capacities with increasing responsibilities leading to her final title as Assistant to the President. During her time at the trust company, Terry was responsible for managing the largest segment of the company’s business lines, that being the investment advisor department, which was in excess of $1 Billion in assets under custody.
Terry was instrumental in assisting Mr. Bertacchi with the growth of the company. As the only two officers on staff with the responsibility of business development, she and Mr. Bertacchi brought in trust assets of $1.7 Billion dollars in a period of approximately six years.
In 2001 Terry moved to the registered investment advisory firm with Mr. Bertacchi and assisted him for the seven years prior to the formation of Triex Financial Services. Terry is Vice President of Triex Financial Services, and is also Vice President and a Director of the Cord Vanderpool Foundation.
Thomas P. Lavin IV - Special Consultant
thomas@triexfin.com
 Educated in business and psychology with additional studies in Israel, Mexico, and with third world international relief projects, Thomas quickly realized the value of real world experience.
During the late 1980's, while a partner with Special Purchasing Enterprises Incorporated, Thomas personally managed international acquisitions for clients worldwide, including members of the Saudi Royal family. In the early 1990's, he gained unique insight into celebrity management during his tenure in Beverly Hills, California with International VIP agency which specialized in the protection and management of high profile celebrity and sensitive clientele.
Thomas is currently the Executive Vice President of Investigative Services Agency. Headquartered in Chicago, and licensed in Illinois, California and Florida with an affiliate office in Washington DC that manages a federal contract, ISA provides protection of assets, high profile clientele, as well as investigative services. He also founded Vantage Intermediates and is the Founding Director, Chairman & CEO of the Panta Foundation.
Michael See - Marketing Consultant
mike@xsminc.com
 Beginning his career in marketing, sales and consulting in 1981, Mike has a vast amount of experience after working with Prudential Financial in a sales and marketing role. He spent the next ten years serving in various capacities of trading firms ranging from executive management to CEO.
Since then Mike has ventured out on his own, establishing successful mentoring groups in real estate, insurance, survey companies and networking marketing with the intent on educating the public on the many financial strategies available and how to navigate them.
Mike is currently the Chief Executive Officer of Xstream Mobile Solutions Corp., a publicly traded company which specializes in the communications business focusing on entertainment, safety, and security. Xstream Mobile Solutions is based in New Lenox, IL.
10470 W. 163rd Pl., Orland Park, IL 60467 / (708) 645-8600 ... (0378-NLD-3/14/2012)
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