Trinity Welcomes Three New Team Members
It’s not often that we get to announce the addition of new team members here at Trinity – let alone three at once.
However, as needs, opportunities, and the prospect of enhancing our personalized approach converged in the last couple of months, we’ve had the good fortune to add three new team members who bring exceptional skills and specific research and private investment perspectives – all of which builds upon our strengths and gives us greater depth that we believe adds value.
We are grateful for a strong team that works so well together and genuinely enjoys each other’s presence and giftings, while also welcoming in others who we believe fit our culture well and model what we continue to build on behalf of our clients.
We look forward to introducing you to Josh Shaffer, Christen Biddlestone, and Patrick Welsh the next time you are in our offices. Until then, we are sharing a brief summary on each with a link to their LinkedIn profile.
It is worth noting that their experiences and accolades go far deeper than what we’re sharing here on email, and we encourage you to get to know more about our newest team members.
JOSH SHAFFER, Chief Investment Officer, CFA®
Josh joins Trinity with more than 15 years of experience as an institutional investor with a proven track record in investment research and portfolio construction across public equities, hedge funds, private markets
and venture capital. He brings both a broad lens and deep perspective to prospective investments opportunities to the Trinity team for our clients.
Prior to joining Trinity, Josh served as Director of Research for the Denver-based BXE Capital where he led venture investing and conducted due diligence on early-stage companies. He also served as Vice President of NYC-based
Whitney Peak Capital, where he led firm-wide research for $400M multi-manager fund as well as other research and investment strategies. Josh earned his Chartered Financial Analyst (CFA®) designation from the CFA Institute.
He and his wife, Logan, currently live in Westerville with their four children.
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CHRISTEN BIDDLESTONE, Financial Advisor
Christen’s 20-plus years of investment and people management including analyst, equity trading, analytics and reporting, private market investment and underwriting, and chief operational roles speaks to the experience and value she brings in helping educate and guide Trinity clients on the financial plan and portfolios.
Prior to joining Trinity, Christen recently served as COO for a medical technology company in the private sector. Her investment experience spans more than five years as a private market-private equity investor at Nationwide Insurance, and nearly a decade in various analytical, data reporting and product structure roles at Diamond Hill Capital Management. Christen earned her MBA from the Max M. Fisher College of Business at The Ohio State University. She and her husband, Jason, live in Galena with their three children along with three dogs, two cats and one bunny.
PATRICK WELSH, Financial Advisor
Patrick brings more than a decade of finance and analytics experience to Trinity with a mindset of serving clients with clarity and care. His background spans GAAP accounting, risk management and compliance, and data‑driven planning where he has leveraged optimization modeling tools to help clients make confident decisions.
Prior to joining Trinity, Patrick led initiatives that delivered multi-million‑dollar operational savings and strengthened ompliance while reducing manual workload at NetJets; delivered data solutions and streamlined compliance efforts at Huntington National Bank; and let strategy, staff and partnerships that grew program income by 70 percent during his tenure at the nonprofit St. Paul’s Outreach. Patrick earned his MBA from the Max M. Fisher College of Business at The Ohio State University. He and his wife, Catie, have two children and reside in Gahanna.