Trey Sgroi

Trey Sgroi is an Investment Analyst at Battery Global Advisors, LLC based in Boston, MA, where he plays a key role in supporting the firm’s investment solutions and family office services for venture capital and private equity executives. In this capacity, Trey assists with portfolio construction, asset allocation, and ongoing analysis of investment opportunities, leveraging institutional frameworks to serve sophisticated investors in diverse asset classes—including global equities, private funds, and alternative investments.

Prior to joining Battery Global Advisors, Trey worked as an Asset and Wealth Management Analyst at Goldman Sachs, where he gained experience advising high-net-worth clients on asset allocation and portfolio strategy. He also served as a Client Service and Investment Intern at Sgroi Wealth Management, Inc. – LPL Financial, providing him a strong foundation in client service and wealth management operations. His sector focus includes venture capital, private equity, global equity markets, and alternative asset strategies.

Trey earned his degree from Providence College School of Business, which equipped him with rigorous training in finance and investment analysis. His career demonstrates a commitment to analytical excellence and a deep understanding of the needs of clients in the wealth management and private investment sectors. Trey is known for his collaborative approach and strategic insight into portfolio optimization and long-term financial planning.