Trey is a Research Associate at Heritage Wealth Advisors. He assists with the investment research process, including manager due diligence, security analysis, and general investment support. He also assists with the management of client portfolios.
Trey earned his Bachelor of Science in Finance with a concentration in Investments from West Virginia University. At WVU, he worked as an analyst for the Student Endowment Fund. Trey is a Level 2 candidate in the CFA program.