Texas Regional Bank (TRB) has appointed Trey Willerson, CFA, President of TRB Trust & Wealth Management. Willerson will continue to serve as Chief Investment Officer, leading TRB’s Houston-headquartered Trust & Wealth division, which manages more than USD 4 billion in assets and serves clients throughout Texas.
Willerson holds undergraduate degrees from Southern Methodist University, an MBA from the University of Texas at Austin, and is a CFA charterholder. He joined TRB in 2024 as Chief Investment Officer and has helped shape the investment philosophy and portfolio discipline that guide the division today. His expanded role preserves continuity in investment leadership while extending his responsibility across the division.
“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,” Willerson said. “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.”
Willerson is supported by a senior executive team that includes President of Divisions John Tippit and Chairman of Trust & Wealth Management Bobby Farris, both based in Harlingen, and Brian Cafferky, the division’s Houston-based Chief Operating and Compliance Officer. Cafferky joined TRB in 2024 with more than two decades of experience in financial-services operations, most recently serving as Chief Operating Officer for Cantor Fitzgerald Ireland, and oversees the division’s operations team and compliance program.
“The depth of this organization is highlighted by the talented team we continue to build across Texas,” Cafferky said. “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.”
TRB Trust & Wealth Management provides investment management and fiduciary administration, supported by financial planning and family office capabilities. Its statewide team brings locally based professionals together with centralized investment and fiduciary expertise. As part of Texas Regional Bank, the division can address financial needs that extend beyond a traditional wealth relationship, particularly where banking, business ownership, and long-term wealth intersect.
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