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Trey Olcott

Wealth Strategist

Trey Olcott

Expertise

Trey Olcott is a Senior Vice President, Wealth Strategist of The Northern Trust Company in the Greater Washington DC region. As a Wealth Strategist, he is responsible for working with affluent individuals, families and business owners in implementing investment, fiduciary and banking strategies by leveraging Northern Trust’s wide array of wealth management capabilities. His diverse experience and background provides Trey with a great dynamic and technical skillset to bring to individuals, families and nonprofit organizations.

Experience

Trey brings over 15 years of experience in the financial industry. Prior to joining Northern Trust, Trey was a Senior Vice President at Truist. In this role, he was responsible for assisting the bank in growing market share in the Washington DC region with an emphasis on the Outsourced Chief Investment Office (OCIO) market for Endowments and Foundations. In addition, Trey has spent the earlier part of his career focused on product sales for some of the largest asset managers in the world.

Community Involvement

Trey is involved in several not-for-profit organizations including: Board member of Our Minds Matter, and a volunteer for the First Tee of Greater Washington DC.

Joined Northern Trust

2024

Education

B.S. in Finance from the University of South Carolina.

Credentials

Trey currently holds the series 7 and 63 licenses.

ATM Service for Clients only. ATM available inside the lobby
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.