Trellist’s integrated solutions and collective intelligence are formed from a mix of strategy, data, analytics, innovation, and creativity. Together, they create the services to meet your business goals.
Our Employee-Shared Company® is made up of experts with different backgrounds and unique areas of expertise, each bringing their own individual experiences but with a common entrepreneurial spirit.
Since 1995, our collaborative approach has cultivated an operating environment and culture that allows us to be efficient, agile, and responsive with each other and our clients.
With a full suite of concentrated marketing and technology services, we are able to deliver intelligent, integrated solutions to clients ranging from emerging regional businesses to global Fortune 500 companies.
Our senior leadership embodies Trellist's mission to always be a leader in our field, respected within our community, and utilized as a business partner because of our dedication to providing intelligent business solutions through innovation in marketing, design, and technology. With that at our core, we have a deeper understanding of how business functions work together.
Partner and Chief Executive Officer
Founding Partner and Chief Ventures Officer
Senior Partner and Chief Technology Officer
Chief Financial Officer
Leveraging a breadth of experience from her 20-year career, Melanie is a versatile, results-oriented finance leader with wide-ranging, cross-functional expertise in the fields of accounting, auditing, and financial planning. With a focus on maximizing shareholder value, Melanie employs a strategic business partner approach to balancing short and long-term financial goals.
Partner and Creative & Brand Leadership
A Creative lead for Trellist’s Financial Services Clients, Lou has dedicated over 20 years to the company. With experience ranging from traditional to interactive design, his focus is committed to multi-channel direct response campaigns that span across the lifecycle of all customer accounts.
Trellist's in-house talent is amplified by our executive consultant team. With decades of success in their respective practice areas, these resources bring welcome perspective, insight, and functional knowledge to our client relationships. Whether it's shaping Trellist's own capabilities or enabling partners to scale up and drive better outcomes, their expertise is a vital part of our full offering.
Co-Founder, Andy Lally ALIVE
Co-Founder, Andy Lally ALIVE and Carlisle Events
Sr. Partner and Founder, Affinity Financial Management Services, LLC
As founder of Affinity Financial Management Services, Don advises leading financial and insurance services providers on the acquisition and management of affinity and non-dues, revenue-generating programs. He is a former executive vice president of MBNA, where he developed specific expertise in contract negotiation and assisted organizations in growing their credit card and other endorsed product portfolios.
Nothing ventured, nothing gained. Especially in business. That’s why Trellist continually ideates and entertains opportunities for us grow and expand our footprint, while also exposing our core team to new vertical experts and horizontal specialists.
Trellist has participated in various ventures ranging from philanthropic to innovative, including Andy Lally ALIVE®, an ecosystem of products that serve the automotive industry.
As an extension of our curious and collaborative nature, we are constantly looking around the next corner, pursuing new business ventures and establishing partnerships that benefit our growth and ability to serve our clients.
Trellist is a professional services firm delivering performance-driven business solutions that are flexible, innovative and optimized to maximize efficiency and return. The firm consults on, and integrates, data with marketing, design, technology and digital services for clients at the global, national and regional level. Trellist utilizes a unique approach to business—from the firm's employee-shared structure, to how it partners with its clients.
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