#USA #Houston #Texas Regional Bank #Trey Willerson #TRB Trust

Trey Willerson Takes the Helm at TRB Trust & Wealth Management

Texas Regional Bank (TRB) has officially announced the appointment of Trey Willerson, CFA®, as the new President of TRB Trust & Wealth Management. This marks a significant step in enhancing the bank's leadership as Willerson continues to serve as the Chief Investment Officer, overseeing a division that currently manages over $4 billion in assets across Texas.

Willerson's professional journey is backed by impressive academic credentials. He holds undergraduate degrees from Southern Methodist University and an MBA from the University of Texas at Austin. His credentials are further solidified by his CFA® charterholder status. Joining TRB in 2024, Willerson played a vital role in shaping the current investment philosophy and portfolio discipline that guide the Trust & Wealth division. His new appointment augments his responsibilities while ensuring a seamless transition in leadership.

In a statement, Willerson expressed his pride in leading a team dedicated to client service: "TRB Trust & Wealth was formed over a decade ago with the mission of doing the right thing for clients in the Rio Grande Valley and has grown into a high-quality statewide team that I feel fortunate to serve. We manage over $4 billion in assets through a Texas-based group of investment advisors, trust officers, and operations professionals who choose TRB because client outcomes are the standard by which they measure success." This quote underlines the customer-focused approach that TRB Trust & Wealth Management aims to uphold.

Supporting Willerson in this role is a senior executive team that includes notable figures such as John Tippit, President of Divisions, and Bobby Farris, Chairman of Trust & Wealth Management, both of whom are based in Harlingen. Additionally, Brian Cafferky serves as the Chief Operating and Compliance Officer for the division, bringing over twenty years of experience from his previous role at Cantor Fitzgerald Ireland. Cafferky oversees the division's operations team and compliance program, further enhancing the leadership structure at TRB Trust & Wealth Management.

Cafferky stated, "The depth of this organization is highlighted by the talented team we continue to build across Texas. Trey’s appointment sets us up perfectly for the next stage of our growth strategy and provides continuity in our leadership. Fiduciary and operating discipline is central to our ability to deliver consistently for our valued clients across all levels of relationship complexity." This perspective showcases the bank’s forward-thinking approach and commitment to growth and excellence.

The TRB Trust & Wealth Management division specializes in investment management and fiduciary administration, fortified by financial planning and family office capabilities. The team at TRB is designed to meet a variety of financial needs and is particularly equipped to manage complexities that arise when banking, business ownership, and long-term wealth intersect.

About TRB Trust & Wealth Management

TRB Trust & Wealth Management operates as a boutique fiduciary division under the umbrella of Texas Regional Bank. Its mission is to help individuals, families, and institutions oversee, preserve, and transfer wealth across generations. By combining institutional investment capabilities with personalized, relationship-driven services, this division stands out in offering comprehensive financial solutions tailored to clients' specific needs.

About Texas Regional Bank

Founded in 2010, Texas Regional Bank is a privately-held financial institution dedicated to restoring full-service, relationship-oriented banking to the communities it serves. With over 37 locations across regions such as the Rio Grande Valley and the Dallas-Fort Worth Metroplex, TRB offers a diverse array of financial solutions, which include banking, trust and wealth management, insurance, and mortgage services. For comprehensive financial services provided by experienced professionals deeply embedded in the community, Texas Regional Bank continues to be a reliable partner.

For more details on TRB Trust & Wealth Management, visit trb.bank/wealth-management. To learn more about Texas Regional Bank, visit trb.bank.