NOVELTY HILL CAPITAL WELCOMES TREY WIKSTROM AS OUR NEW INVESTMENT BANKING SENIOR ANALYST

Novelty Hill is pleased to announce that Trey Wikstrom has joined our investment banking team as a Senior Analyst. Trey brings a strong foundation in financial modeling, valuation, and client advisory services, with experience spanning private wealth management, technology M&A, and commercial real estate investments.

Trey joins Novelty Hill from Bernstein Private Wealth Management, where he supported portfolio strategy and relationship management for high-net-worth individuals, families, and institutional groups. Prior to Bernstein, he worked in acquisitions and property management at Venture Real Estate Group, contributing to the launch of the firm’s new property management division and supporting evaluation efforts across diverse asset classes.

Trey also gained early investment banking experience with iMerge Advisors, focusing on technology M&A, and additional financial planning experience at Centura Wealth Advisory.

He graduated Summa Cum Laude from San Diego State University with a Bachelor of Business Administration in Management – Entrepreneurship & Finance, completing his degree in just three years. Trey holds his Series 7 and Series 63 licenses with FINRA, as well as FMVA® and CMSA® certifications from the Corporate Finance Institute.

Outside of work, Trey enjoys staying active, whether in the gym or on the triathlon racetrack, and spending time with friends and family. He’s also an avid Jazz listener and a proud supporter of the Seattle Kraken.

Novelty Hill is excited to welcome Trey as a key addition to our growing firm as we continue to drive successful transactions and deliver exceptional results for our clients.