Trey assists in the selection of investment strategies for client portfolios and meets with clients to share portfolio positioning and performance.
Trey earned his B.S. in Finance with a concentration in Investments from West Virginia University. He was an analyst for West Virginia University’s Student Managed Endowment.
Trey is currently a Level III Candidate in the Chartered Financial Analyst (CFA®) Program and has a Series 65 Certification.
Trey resides in the Richmond, VA, area and enjoys golfing and traveling.