Trey Touchstone, CFA, CQF

Trey Touchstone, CFA, CQF

Vice President / Director of Investment Management

Trey Touchstone is the Director of Investment Management at Lifeway Financial Corporation.

Trey holds the Chartered Financial Analyst® designation and a Certificate in Quantitative Finance. He is a member of the CFA Institute®.

Trey holds a Bachelor of Business Administration degree with majors in Finance, Accounting and Economics from Texas Tech University. In his role, Trey is responsible for the ongoing research and analysis of security markets, investment sectors and investment innovations. Trey is also responsible for supporting the ongoing management of client investment portfolios and wealth management needs.