Our team
Trey Touchstone
CFA, CQF, EA
President, Director of Investment Management, and Chief Compliance Officer
Trey directs investment research and portfolio management and serves as the firm's Chief Compliance Officer.
Biography
Trey Touchstone is the President, Director of Investment Management, and Chief Compliance Officer at Lifeway Financial. Trey is also a shareholder.
Trey is responsible for directing the ongoing research and analysis of security markets, investment sectors, and investment innovations. Trey is also responsible for the ongoing management of client investment portfolios and wealth management needs.
Trey is a CFA® charterholder and a member of the CFA Institute. He also received a Certificate in Quantitative Finance. As an Enrolled Agent, Trey is a federally authorized tax practitioner with unlimited practice rights before the IRS. Trey received a Bachelor of Business Administration degree with majors in Finance, Accounting, and Economics from Texas Tech University.
At a glance
Role
President, Director of Investment Management, and Chief Compliance Officer
Credentials
CFA, CQF, EA
Contact
Perspective from Trey
His observations on markets, planning, and the long-term decisions that shape a household's outcome.
Let's start with a conversation.
Tell us what is on your mind. We will listen, answer what we can, and help you decide whether Lifeway is the right fit.