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...
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.
