Trey Owen
Associate I, Client Relations
About Trey
Mr. Owen is a client relationship associate with the Boston Wealth Management Team at William Blair. In this role, he assists with operations, client service, and internal communications. Before joining the team full time, Mr. Owen interned with Private Wealth Management in Chicago, where he developed foundational knowledge across several areas of the business.
Mr. Owen holds a B.S.B. in finance from Indiana University's Kelley School of Business, engaged with the community via his fraternity. Outside of work, he enjoys staying active, keeping up with friends, catching live music, and refining his work-in-progress golf game. He currently resides in South Boston.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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145 billion+Client assets
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90+ YearsIndependent and employee-owned
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30+Offices worldwide*
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700+Companies under coverage
As of March 31, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.