Career
Anne Trevisan has been Director of Partners Group (USA) since January 2024. Anne Trevisan is a control person of the firm and directly owns under 5% of it.
Partners Group (USA) Inc. is a New York, NY firm with $29.1B under management, 58 clients and 250 advisers across 4 offices, as of its July 2026 filing.
Partners Group identifies Anne Lester as an independent member of the board of Partners Group Holding AG. She retired from JPMorgan Asset Management in 2020 as global head of retirement solutions.
No adviser firm registrations are on Anne Trevisan’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 7 June 2013 |
| Series 24 | General Securities Principal Examination | 24 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
Individual record
- Full name
- Anne Lester Trevisan
- CRD
- 4325801
- Firm bio
- partnersgroup.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Anne Trevisan work?
Anne Trevisan has been Director of Partners Group (USA) Inc. since January 2024, and is a control person of the firm.
Does Anne Trevisan have a current investment-adviser registration?
Anne Trevisan has no current investment-adviser or broker registration.
What exams has Anne Trevisan passed?
Anne Trevisan has passed 3 licensing exams: the Series 63, Series 24 and Series 3. The earliest, the Series 63, was passed in March 2001. FINRA credited Anne Trevisan with the SIE, which began in October 2018.