Trey Wilkinson
Directeur Général chez Trinity Legacy Partners LLC
Profil
Mr. John P.
Wilkinson is a President, Chief Executive Officer & Chief Investment Officer at Trinity Legacy Partners LLC.
He has been in the investment business since 1996.
He serves on the board of the University of Houston Honors College Advisory Board, the University of Houston C.T.
Bauer College of Business Advisory Board, the Houston Cougar Foundation, and the Board of Directors of the Cougar Investment Fund.
As a portfolio manager, Mr. Wilkinson managed over $200 million for high net worth clients at U.S.
Trust, Bank of America Private Wealth Management.
He also spent seven years in the institutional channel for AIM Investments (now Invesco).
Prior to working in investments, he spent three years in the front office of the Houston Astros Baseball Club.
Mr. Wilkinson earned his BBA with honors in Marketing in 1992 and his MBA in Finance in 2002, both from the C.T.
Bauer College of Business at the University of Houston.
He holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association.
Postes actifs de Trey Wilkinson
Sociétés | Poste | Début |
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Trinity Legacy Partners LLC
Trinity Legacy Partners LLC Investment ManagersFinance Trinity Legacy Partners LLC is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Richard Rawson in 2011. They provide investment advice to individuals and trusts, estates, corporations, or charitable organizations. | Directeur Général | 01/11/2011 |
Formation de Trey Wilkinson
C. T. Bauer College of Business | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Trinity Legacy Partners LLC
Trinity Legacy Partners LLC Investment ManagersFinance Trinity Legacy Partners LLC is a privately-owned, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Richard Rawson in 2011. They provide investment advice to individuals and trusts, estates, corporations, or charitable organizations. | Finance |