Chris Trokey
Senior Wealth Advisor at Truist Wealth at Truist Wealth | Nashville, Tennessee, United States
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Chris Trokey, CFA, CAIA, serves as the Managing Director of the Sports & Entertainment Specialty Group at Truist Wealth, where he leverages his extensive expertise in investment advisory and strategic financial planning to cater to the unique financial needs of high-net-worth individuals within the sports and entertainment sectors. With a commitment to fostering the financial well-being of multi-generational families, Chris takes a holistic approach to wealth management, ensuring that his clients receive tailored solutions that align with their long-term goals.
In his current role, Chris is instrumental in leading key projects that focus on asset allocation and portfolio management, specifically designed for clients who navigate the complexities of wealth accumulation and preservation in the fast-paced world of sports and entertainment. His ability to integrate and coordinate specialists across various disciplines allows him to deliver comprehensive financial strategies that encompass investments, risk management, and tax optimization.
Chris's deep understanding of the unique challenges faced by athletes, entertainers, and their families positions him as a trusted advisor in the industry. He is adept at cross-functional collaboration, working closely with legal and tax professionals to ensure that his clients' financial plans are robust and adaptable to changing circumstances. By emphasizing team building and communication, Chris cultivates lasting relationships with his clients, empowering them to make informed decisions that secure their financial futures. His dedication to excellence and client-centric approach make him a valuable asset to Truist Wealth and the clients he serves.
Senior Wealth Advisor at Truist Wealth at Truist Wealth in March 2024 to Present
Managing Director of Truist Wealth - The Sports & Entertainment Specialty Group at Truist Wealth in February 2021 to March 2024
Managing Director - The Sports & Entertainment Group at SunTrust Sports & Entertainment Group in December 2019 to February 2021
Division Managing Director for Tennessee - Private Wealth Management at SunTrust Private Wealth in January 2018 to December 2019
Group Head and Managing Director - East and West Regions at GenSpring - SunTrust Private Wealth in April 2016 to December 2017
Managing Director - Southern Region at GenSpring - SunTrust Private Wealth in January 2014 to March 2016
Senior Family Investment Officer at GenSpring - SunTrust Private Wealth in March 2004 to December 2013
Vice President at Tower Hill LLC in January 2003 to November 2003
Investment Professional at Goldman Sachs in August 2000 to October 2002
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Wealth Management
Investment Advisory
Strategic Financial Planning
Asset Allocation
Investments
Portfolio Management
Investment Management
Investment Strategies
Wealth Management Services
High Net Worth Individuals
Team Building
Entertainment
Sports
Cross-Functional Collaboration
Leadership
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Discover more about Truist WealthWhat is Chris Trokey email address?
Email Chris Trokey at [email protected]. This email is the most updated Chris Trokey email found in 2026.
What is Chris Trokey phone number?
Chris Trokey phone number is +14047754878 and +16157484434.
How to contact Chris Trokey?
To contact Chris Trokey send an email to [email protected]. If you want to call Chris Trokey try calling on +14047754878 and +16157484434. (updated on September 13, 2024)
What company does Chris Trokey work for?
Chris Trokey works for Truist Wealth
What is Chris Trokey's role at Truist Wealth?
Chris Trokey is Senior Wealth Advisor at Truist Wealth
What industry does Chris Trokey work in?
Chris Trokey works in the Financial Services industry.
Chris Trokey Email Addresses
Chris Trokey Phone Numbers
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