About Trinitas

We are an international financial and investment firm that delivers bespoke financial services including capital strategies and investment management to a diverse clientele of individuals, companies, and organizations across various sectors worldwide.

Trinitas Investments

“If you nurture nature, nature nurtures.”

We believe that real, lasting wealth and success can be accomplished by harnessing our unlimited human potential and leveraging the true power of nature.

At Trinitas Investments, we serve purpose-driven organizations and individuals to access capital, resources, relationships, and opportunities that lead to their thriving success.

That’s why we partner with exceptional, top-notched private firms around the world that share our core values and vision.

We serve you silver-platter solutions so you can focus on what you are best at. This is our outcomes-focused, values-centered commitment to you.

Akin to the Suez Canal of the finance world, we make your path to extraordinary success a smooth transition.


Our differentials

Money without purpose is meaningless

At Trinitas, everything we do is driven by purpose. Our steadfast focus on purpose, impact, and creating value, as well as generating financial wealth, is fundamental to the success we create for our clients and investors that makes a real difference.

First comes relationships. Then comes business.

We prioritize and value our relationship with you above all else. We cultivate honest, real, meaningful, and multidimensional relationships with real people who want to make a difference and create value in this world.

We create a lifetime relationship with you.

When we partner with clients, we are in it for the long haul. We take pride in increasing our investors’ returns and leading companies to greater success.

Boutique enough for a personalized touch. Large enough to be your world-class partner.

We believe in serving those who have a genuine need for our services and expertise and serving them well. We are small enough to be personal, yet our competence spans wide to deliver world-class services.

Our network is exclusive yet global and diverse.

There is no one-size-fits-all in business and in life. Our vast network allows us to deliver highly bespoke solutions across a wide range of sectors. Each client or investor receives carefully curated services and solutions.

Your success is our success.

No goal is too great for us. We place extremely high standards for our clients’ and investors’ success and are able to solidly execute on our audacious goals.


3 Core Principles

investment sectors

Our Leadership Team

Marene Ter
Founder, Managing Partner
  • Private equity investments, strategy execution, due diligence
  • Capital raise & international strategic partnerships
  • GradDipAppFin (in progress), B.Pharm (Hons), M.ClinPharm

With an innate flair in building trustworthy relationships across borders, a vast understanding of the global financial markets, economics, and private wealth sector, combined with a relentless commitment to purpose-driven success, Marene Ter founded Trinitas Investments as a global investment firm to build wealth and success for values-based organizations and investors.

Trusted by her global investors, Marene focuses on deploying their capital in risk-mitigated private investment opportunities. Marene regards the trust of her investors with great responsibility, and stands firmly on the foundational values of Trinitas: exceptionalism, integrity, authenticity, tenacity, and prosperity.

With strategic, high caliber partnerships and investment networks across the US, UK, Europe, Middle East, Australia, and Asia, Marene works with international companies in renewable energy, clean technology, financial and banking technology, funds management, health and medical technology, biotechnology, aviation, real estate and infrastructure totaling over US$2.3B in funding capital. Marene raises capital for these private enterprises while driving their focus in executing a highly strategic vision and forming foundational principles that can propel their growth further.

Marene is passionate about ocean and nature conservation and is an advanced open-water scuba diver and freediver.

Cissy Ma 
Managing Partner
  • Buy/sell-side M&A, IPO, capital raise, due diligence
  • CPA Queensland Divisional Councillor
  • FCPA, GAICD, B.Com (Hons), MFM

During her 22 years of corporate career, Cissy Ma has led over $17B in international mergers and acquisitions and structured deals from both the buy and sell sides. Cissy now applies her experience and expertise as the Managing Partner of Trinitas Investments and the Managing Director of Grow and Sell Your Biz. Cissy works with enterprises of all sizes with their capital raising, business valuation, inorganic accelerated growth, buy and sell needs.

Cissy is the CPA (163,000+ members) Queensland Divisional Councillor and has overseen 69 member events. Cissy has been on international stages in front of audiences of 2,500 and regularly represents at CPA conferences on her topic of expertise: capital raising, M&As, future of accounting, career development, coaching/mentoring, and branding.

Cissy is passionate about diversity in business and is a committed activator for the SHE.EO venture.

Jake Mellor 
Executive Director (Corporate Finance & Risk Management)
  • M&A, strategic financial management and advisory
  • Financial due diligence, investment risk assessment
  • MBA, MAcc, CFP

Jake Mellor is an Executive Director of Trinitas Investments and the Chief Executive Officer of AlphaMark Capital, a trusted partner firm of Trinitas Investments. Jake also owns several professional service businesses within the United States providing fractional CFO services, business consulting, investment advice, risk management, and tax consulting. 

Jake strongly believes that, often, the difference between a good idea and a great business lies in execution. Jake excels at aligning talent and skill, with the proper financial resources necessary for businesses to exceed growth metrics. Over the years, Jake has found success by diligently aligning himself with the following criteria: entrepreneurs who have a track record of being good people, a project with a definitive ROI and social impact, and a strict adherence to financial goals and obligations within a defined period of time.

Jake has been the President of the Utah Central National Association of Insurance and Financial Advisors (NAIFA) and was a County Commissioner from 2015 to 2018 for Carbon County, Utah.
Jake has served on various advisory boards both civic and professionally and has represented the State of Utah at various levels before the national legislators on issues of policy and regulation.

Jake has also served in the armed forces for the Utah Army National Guard and honorably completed one tour in Iraq during Operation Iraqi Freedom and Operation Enduring Freedom during 2007-2008.


Matthew Cretzman
Executive Director (Investor & Client Relationships)
  • Client and investor relationship management, strategic connector
  • Business development, branding and marketing expert

Matthew Cretzman is an Executive Director of Trinitas Investments and the Chief Revenue Officer of AlphaMark Capital, a trusted partner firm of Trinitas Investments.  

Matthew strongly believes that in a world where capital can seem like a commodity and relationships often fleeting and transactional, he values building enduring partnerships based on a steady and patient commitment to his partners’ long-term capital needs – with a focus on the outcome for the communities in which they represent.

Matthew is also the founder and CEO of a growth marketing firm in Dallas Fort-Worth, Texas, which has had clients from the NBA, NHL, cybersecurity firms, technology startups, performance coaches, supply chain and logistics, and other SMBs. Matthew is an accomplished entrepreneur, certified leadership development coach with the John Maxwell Co., and father of 3 children.

Through his years building a multi-national nonprofit from 2009-2016, which led to his family living overseas and traveling extensively across SE Asia and Latin America, Matthew has developed a heightened ability to network cross-culturally and bring valuable insights to his clients and partners.

Matthew has won awards for his accomplishments during his non-profit tenure and is passionate about the socio-economic impact of business enterprise. One of his greatest accomplishments is the founding of a children’s home in 2012 in memory of his daughter, in the city of Bapatla, India, which has cared for hundreds of children over the years.

Roba Rashid
Director of Business Development & Client Relations
  • Team leadership, strategic business development
  • Client relationship manager

Roba Rashid is a valued Director of Trinitas Investments, bringing her passion and expertise in nurturing clients and investors relationships from years of experience as a regional manager and key account manager for global pharmaceutical corporations such as Bayer, AstraZeneca, and Abbott.

Roba is highly strategic and extremely intuitive, with genuine care for people and the critical ability to assess and handle complex situations. With diverse experience across the pharmaceutical industry and hospitality sector, Roba excels in developing and leading great teams within companies, and driving these teams to achieve extraordinarily successful objectives and goals.

Our Trusted Partners

Backed by worldwide industry leaders and a global network, our trusted partners form a crucial role in our firm’s approach to success:


Trinitas Investments is an active member in the following international associations:
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