LeaderPortfolio
Burgess
Trevor Burgess
Rank #2783
UNITED STATESFinance & InvestmentsInsurance

Trevor Burgess

Net Worth
$1.391B
-1.13% (24h)
Trevor Burgess is a prominent American entrepreneur, best known for his pioneering role in the financial and insurance industries. As the CEO and Chairman of Neptune Flood Insurance Holdings, he leads the largest private flood insurance company in the U.S.. Burgess's source of wealth stems from his ventures in insurance, built upon his foundation as a former investment banker at Morgan Stanley and CEO of C1 Financial. During his tenure at C1, he became the first openly gay CEO of a publicly traded bank. Now, he is estimated to have a net worth of $1.2 Billion. His career includes raising over $50 billion in investment banking transactions and a commitment to diversity and inclusion, reflected in Neptune Flood's leadership team.

The Full Dossier

Early Life and Education

Trevor Burgess's journey began with his graduation from Dartmouth College in 1994. Before his career in finance, he worked as a management consultant at Monitor Company.

Rise to Success in Finance

Burgess spent a decade at Morgan Stanley, serving as an investment banker in New York, Los Angeles, and London. During his time there, he executed more than $50 billion in transactions for major clients, including Chipotle Mexican Grill, which he helped take public in 2006. He later became a partner at Artesia Capital Management.

Founding and Leading C1 Financial

In 2009, Burgess acquired control of Community Bank of Manatee, which was later rebranded as C1 Bank. Under his leadership, C1 Bank grew to become a $1.7 billion bank with 31 offices throughout Florida. He became the first openly gay CEO of a publicly traded bank when C1 Financial made a public offering in August 2014. C1 Bank was later sold to Bank OZK in July 2016. He was recognized as the 2014 American Banker Community Banker of the Year and was named Ernst & Young Florida Entrepreneur of the Year in 2013.

Entrepreneurial Ventures and Philanthropy

Following the sale of C1 Bank, Burgess founded TRB Development, focused on residential home sites. In 2018, he purchased a controlling stake in Neptune Flood Insurance, which has since become a leading provider of private flood insurance in the U.S.. Neptune Insurance went public on the New York Stock Exchange in October 2025. Burgess, along with his husband Gary Hess, is involved in philanthropy, donating to various charities. In 2020, they donated masks to the city of St. Petersburg during the COVID-19 pandemic. In February 2024, Burgess and his husband donated $1 million to the St. Petersburg Free Clinic.

Career Timeline

2025

Neptune Insurance went public

Neptune Insurance Holdings went public on the New York Stock Exchange.

2018

Purchased a controlling stake in Neptune Flood Insurance

Became the President and CEO of Neptune Flood Insurance.

2014

First openly gay CEO of a publicly traded bank

C1 Financial went public.

2014

American Banker Community Banker of the Year

Awarded for his work at C1 Bank.

2009

Acquired Community Bank of Manatee (C1 Bank)

Became CEO and led the bank's growth.

1998-2008

Investment Banker at Morgan Stanley

Worked at Morgan Stanley, executing over $50 billion in transactions.

1994

Graduated from Dartmouth College

Obtained a Bachelor's degree.

Philanthropic Impact

Community Support$1M

St. Petersburg Free Clinic

Donation made with his husband, Gary Hess, along with a community matching challenge

Community Support$25K

St. Petersburg Charities

Donated to multiple St. Petersburg charities as part of a 25th-anniversary celebration

Wealth Trajectory