Trey Willerson Email & Phone Number
Chief Investment Officer, Wealth Management @ Texas Regional Bank
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Trey Willerson Location
- Houston, TX, US
Trey Willerson Work
- 2024 -now Chief Investment Officer, Wealth Management @
- 2017 -2024 Senior Vice President @
- 2011 -2017 President, Portfolio Manager @ Lookout Capital Management, LP
- 2006 -2011 Portfolio Manager @ Fortress Asset Management
- 2002 -2006 Portfolio Manager @ Davis Hamilton Jackson, LP
- 1998 -2002 Senior Equity Research Analyst @
Trey Willerson Education
- The University of Texas at Austin - The Red McCombs School of Business
MBA (Finance)
1996-1998 - Southern Methodist University
BBA, BA (Finance, Psychology)
1990-1994 - Alamo Heights High School 1986-1990
Trey Willerson Skills
- Hedge Funds
- Investments
- Portfolio Management
- Equities
- Valuation
- Securities
- Trading
- Strategy
- Equity Research
- Mutual Funds
- Hedging
- Funding
- Alternative Investments
- Options
- Asset Allocation
- Asset Management
- Investment Management
- Customer Service
- Leadership
- Registered Investment Advisor
- Data Analysis
- Capital Management
Trey Willerson Summary
- Trey Willerson, based in Houston, TX, US, is currently a Chief Investment Officer, Wealth Management at Texas Regional Bank. Trey Willerson brings experience from previous roles at Northern Trust Corporation, Lookout Capital Management, LP, Fortress Asset Management and Davis Hamilton Jackson, LP. Trey Willerson holds a 1996 - 1998 MBA in Finance @ The University of Texas at Austin - The Red McCombs School of Business. With a robust skill set that includes Hedge Funds, Investments, Portfolio Management, Equities, Valuation and more. Trey Willerson has 3 emails and 2 mobile phone numbers on RocketReach.
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