Trey brings 15 years of accounting and finance experience to the firm. Eight of those years has been in the financial services sector. Trey looks for connections, the kind of information that could help our portfolio managers optimize tactics and strategies based on a client’s goals.
He earned his BS in Business Administration from Merrimack College followed by an MBA from the Isenberg School of Management at the University of Massachusetts/Amherst. Trey holds FINRA Series 27 designation for financial data management. He is also a Certified Public Accountant [CPA®].