Trey Wilkinson
Trinity Legacy Partners, LLC
- Role
- President and Chief Executive Officer at Trinity Legacy Partners, Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Trey Wilkinson
Investment professional with over 20 years of experience in portfolio management, institutional investments, communications, marketing and sales. Formed Trinity Legacy Partners, LLC, a private wealth management company, in November 2011. Firm managed over $166 million in assets as of June 30, 2018. Additional information can be found at
Experience
President and Chief Executive Officer
Sep 2011 — Present · Houston, TX, US
Trinity Legacy Partners, LLC is a Registered Investment Advisor. We are registered with the Securities and Exchange Commission (SEC).We are a private wealth management company, managing investment accounts for individuals, endowments and foundations.
Education
University of Houston, C.T. Bauer College of Business
BBA, Marketing
1988 — 1992
University of Houston, C.T. Bauer College of Business
MBA, Finance with concentration in Investment Management
1999 — 2002
Skills
- Asset Managment
- Investments
- Mutual Funds
- Portfolio Management
- Alternative Investments
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