Trey Isom

Associate Portfolio Manager

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  • Overview

    Trey is an Associate Portfolio Manager for 1st Portfolio Wealth Advisors. Originally from Danville, Virginia, Trey graduated with honors from Virginia Tech in May of 2016, and he completed the CFP® Certification Education Track while earning a Bachelor of Science degree in Finance. He plans on taking the test to become a Certified Financial Planner and to earn his CFP® designation.

    At 1st Portfolio Wealth Advisors, Trey’s responsibilities include: day to day portfolio operations, investment research, asset allocation modeling, and client portfolio management.

    Trey lives in Chantilly, Virginia where he enjoys exercising and spending his free time outdoors.


  • Trey is responsible for day to day portfolio operations, investment research, asset allocation modeling, and client portfolio management.