Trey Willerson Email & Phone Number
President and Chief Investment Officer, TRB Trust and Wealth Management @ Texas Regional Bank
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Trey Willerson Location
- Houston, TX, US
Trey Willerson Work
- President and Chief Investment Officer, TRB Trust and Wealth Management @ (August 2026 - Present)
- Chief Investment Officer, Wealth Management @ (April 2024 - August 2026)
- Senior Vice President @ (August 2017 - April 2024)
- President, Portfolio Manager @ Lookout Capital Management, LP (January 2011 - August 2017)
- Portfolio Manager @ Fortress Asset Management (January 2006 - December 2011)
- Portfolio Manager @ Davis Hamilton Jackson, LP (January 2002 - December 2006)
- Senior Equity Research Analyst @ (January 1998 - December 2002)
Trey Willerson Education
- Texas 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 President and Chief Investment Officer, TRB Trust and Wealth Management at Texas Regional Bank. Trey Willerson brings experience from previous roles at Texas Regional Bank, Northern Trust Corporation, Lookout Capital Management, LP and Fortress Asset Management. Trey Willerson holds a 1996 - 1998 MBA in Finance @ Texas McCombs School of Business. With a robust skill set that includes Hedge Funds, Investments, Portfolio Management, Equities, Valuation and more. Trey Willerson has 2 emails and 2 mobile phone numbers on RocketReach.
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