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Trey Crain

Trey Crain

Partner, Portfolio Manager at Oxbow Advisors, LLC

Houston, TX , United States

About

Trey Crain is a Partner and Portfolio Manager at Oxbow Advisors, LLC, based in Houston, Texas, where he oversees portfolio management and serves as an investment advisor representative. He is also a member of the firm’s investment committee, contributing to asset allocation and investment strategy decisions for a diverse set of client portfolios.

His investment responsibilities include identifying opportunities across both public and private markets, with a focus on high-net-worth individuals and family offices. Crain is known for his work in partnership with the Southbound Capital, LLC group, where he helps source private investment opportunities, further expanding his expertise in alternative assets and private market deals.

Before joining Oxbow Advisors in 2011, Crain worked as a Financial Services Professional at MassMutual–Strategic Financial Group and began his career as a Field Landman at Everest Resource Company. He holds a bachelor’s degree in Economics from Rice University, equipping him with a strong analytical foundation for his roles in portfolio strategy and client advisory.

Career History

OrganizationRoleDate RangeDetails
Oxbow AdvisorsPartner, Portfolio ManagerJan 2012 to Present
Independent Registered Investment Advisory Firm
Mass Mutual-Strategic Financial GroupFinancial Service ProfessionalJan 2011 to Nov 2011
Everest Resource CompanyField LandmanMay 2009 to Aug 2009
Herndon Plant and Oakley (HPO) servicesResearch AnalystMay 2010 to Sep 2010

Education

Rice University

Bachelor's degree, Economics

2006 2010

Skills & Expertise

Public Speaking
Training
Finance
Financial Analysis
Leadership
Financial Advisory
Financial Modeling
Management
Investments
Investment Advisory
Insurance
Financial Services
Financial Planning

Others at Oxbow Advisors, LLC (5)

NameRoleLocation
Dana Croswhite
Dana Croswhite
Partner and Portfolio ManagerHouston, TX , United States
Linda Lehman
Linda Lehman
Vice President Portfolio Management SystemsTyler, TX , United States
Matt Pollard
Matt Pollard
PrincipalRichfield, OH , United States
B
Braden Kopp
Vice President- Portfolio ManagerHouston, TX , United States
Chance Finucane
Chance Finucane
Partner, Chief Investment OfficerAustin, TX , United States

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