Trey Echols Email and Phone Number
Trey Echols is the head of Highland Associates, Inc., a subsidiary of Regions Bank. His career in the financial services industry spans 30 years and he has a track record of developing businesses and people, engendering trust among individual, commercial, and institutional clients and creating value for colleagues and shareholders.In September, 2014, Echols became the president and CEO of Highland Associates, Inc, a 37 year old firm dedicated to providing investment advice to mission-based, not-for-profit institutions. He led the firm through its transition from the founders and managed its sale to Regions in 2019. He currently manages the business and sits on the wealth management leadership team of the bank.Prior to leading Highland Associates, Echols served as head of business development for Deloitte Corporate Finance, LLC, following its acquisition of McColl Partners in Charlotte. He joined McColl in 2011 and led the firm through significant growth in its direct sell-side advisory business. He also created Deloitte’s Strategic Growth Services vertical within Corporate Finance. This service helps middle market & private equity owned entities pursue and execute M&A driven growth strategies.Before joining Deloitte, he spent 12 years in various roles at Merrill Lynch, starting in 1999. He spent the second half of his career there in leadership roles, including directing its private client banking businesses in the Midwest from Chicago, IL. Prior to his career at Merrill, Echols was a commercial banker with SouthTrust and National Bank of Commerce.Mr. Echols is a former director and alumni association president of Birmingham-Southern College; immediate past chairman of the board of directors of Jones Valley Teaching Farm; a member of the advisory board for the Salvation Army; a member of Rotary Club International, Downtown Birmingham chapter; member of Monday Morning Quarterback Club; member of Young President’s Organization; Leadership Birmingham (2016), and Leadership Alabama - Class XXXI. He frequently serves as a mentor and advocate in career development for collegiate business students.
Canvasback Capital
View- Website:
- highlandassoc.com
- Employees:
- 29
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Partner, Canvasback CapitalCanvasback CapitalBirmingham, Al, Us -
President & CeoHighland Associates; Birmingham, Al Sep 2014 - PresentBirmingham, Alabama AreaHighland Associates is a leading institutional investment firm that provides objective, research-driven investment counsel to not-for-profit healthcare entities and mission-based organizations. Our credentialed advisors' hyper-awareness of financial market dynamics, deep understanding of the industry and commitment to due diligence inform the forward-looking investment management programs that we customize for each client. We base our success not only on the returns that we generate, but also on building collaborative, supportive, and candid relationships with those individuals with whom we partner. Highland Associates was founded in 1987 and advises clients across the US.ACQUIRED BY REGIONS BANK IN 2019 -
Head Of Business DevelopmentDeloitte Corporate Finance Llc Sep 2011 - Sep 2014Charlotte, North Carolina AreaThe Business Development Group at DCF is responsible for sourcing and fostering relationships with middle-market companies. It also provides execution services for buyside initiatives of Public & Private Strategic Acquirors and Private Equity. Responsibilities include leading the Deloitte Corporate Finance Business Development channel for the US practice, delivering revenue growth, and serving as a member of the DCF Marketing Committee. -
Head Of Business DevelopmentMccoll Partners Sep 2011 - Jun 2013Charlotte, North Carolina AreaResponsible for business development strategy, direct relationship development, industry-group business strategy, and marketing.MCCOLL PARTNERS WAS ACQUIRED BY DELOITTE IN JUNE 2013. -
Director, Division Credit ExecutiveMerrill Lynch Apr 2011 - Sep 2011Chicago, IlThe Division Credit Executive is responsible for managing the delivery of sophisticated credit products designed for High Net Worth families and individuals. The team of bankers consists of analysts, originators, and inside-sales professionals that served as a "combat" team in support of Private Wealth Advisors operating within the Merrill Lynch Private Banking Group (ML PBIG) franchise. The combination with Bank of America gave Merrill Lynch Advisors access to structured lending products not available in the legacy organization. The team of bankers was responsible for marketing, identifying prospects, designing pitches & proposals, interfacing with credit, and closing credit business. They also played a role in client loan maintenance responsibilities. This newly formed division stretched from Chicago to Texas and covered a third of the US. -
Regional Director, Wealth Management BankingMerrill Lynch May 2009 - Apr 2011Greater Chicago AreaIn May, 2009, Bank of America developed a "private-banking light" group, called Wealth Management Banking, that handled banking and credit products for mass affluent clients being served in the Merrill Lynch Private Client franchise. The first task of the Regional Director was to manage a substantial number of bankers, many of whom had never worked in a brokerage channel such as that of Merrill Lynch. The team was then responsible for bringing forth newly-formed depository and loan products that were created by Bank of America, but branded for Merrill Lynch. The group performed a critical role during the initial stages of the combination of the two firms. Many ML Financial Advisors went exclusively to their banker for advice on how to access the resources of Bank of America. -
Division Bank HeadMerrill Lynch Mar 2008 - Apr 2009Greater Chicago AreaResponsible for managing three banking product delivery groups within the Merrill Lynch US Private Client franchise in the Midwestern Division (1 of 6 US divisions): Consumer, Commercial & High Net Worth. The division generated 9 figures of banking-related revenue. The Division Bank role was created to simplify the go-to market efforts of Financial Advisors and deliver sophisticated banking & credit products, securitized commercial real estate loans, and corporate finance advisory. We combined three distinct sales disciplines into one and worked as a team until Bank of America acquired Merrill Lynch in the fall of 2008. -
Vice President, Commercial Finance ManagerMerrill Lynch Dec 1999 - Mar 2008Greater Atlanta AreaThis role included sourcing and advising privately-owned, middle-market companies on capital and liquidity needs. Commercial Finance Managers were responsible for sizing, proposing, negotiating, and executing middle market corporate finance transactions. The group offered investment banking services to round out a comprehensive platform serving privately-owned companies. -
OfficerSouthtrust Bank Jun 1996 - Mar 1999Birmingham, Alabama AreaThe commercial loan officers at SouthTrust were responsible for relationship management, credit & deposit delivery, and general banking services to privately-owned companies.
Trey Echols Education Details
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Finance
Frequently Asked Questions about Trey Echols
What company does Trey Echols work for?
Trey Echols works for Canvasback Capital
What is Trey Echols's role at the current company?
Trey Echols's current role is Partner, Canvasback Capital.
What schools did Trey Echols attend?
Trey Echols attended Birmingham-Southern College.
Who are Trey Echols's colleagues?
Trey Echols's colleagues are Santosh Singh, Cfa, Derek Peterson, Cfa, Kimberley Dowdy, Pam Holladay, Joey Paganelli, Carol Riney, Charles Perry.
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