Trey Childers

Investment Analyst

Trey assists in the selection of investment strategies for client portfolios and meets with clients to share portfolio positioning and performance.

Trey earned his B.S. in Finance with a concentration in Investments from West Virginia University. He was an analyst for West Virginia University’s Student Managed Endowment.

Trey is currently a Level III Candidate in the Chartered Financial Analyst (CFA®) Program and has a Series 65 Certification.

Trey resides in the Richmond, VA, area and enjoys golfing and traveling.