Partner, Director of Client Advisory Services

Jeremy Shevlin, CFA, CFP

Jeremy divides his time between managing the Client Advisory Services department and delivering the firm’s integrated wealth management solutions to a select group of families and business leaders.

In his role as a fiduciary and client advisor, Jeremy focuses on performance‐driven investment management, concentrated position management, and sophisticated wealth preservation and transfer planning. He is also a member of Crestone’s Investment Committee.

Prior to joining Crestone in 2004, Jeremy was a wealth manager for a leading independent financial planning and investment consulting firm in Melbourne, Australia.

Jeremy received his Bachelor of Science in accounting and finance from Deakin University in Australia, where he also earned a Graduate Diploma in Financial Planning.  

In addition to being a CFA® charterholder, Jeremy is a CFP® - US and Australia - professional and a FINRA Registered Representative holding Series 7 and 63 licenses.

Jeremy is a member of The CFA Society of Colorado and sits on the nominating Committee of the ESPRIT Entrepreneurial Awards. He is also serves on the boards of ACE Scholarships and First Descents. Jeremy is a 2016 honoree of the BizWest “40 Under Forty Award” for Boulder Valley.

What do you enjoy most about wealth management?
The ability to collaborate and empower, combined with the intellectual stimulation of solving complex challenges.
What quality of yours makes you best suited to what you do?
I am patient yet tenacious in my approach to compounding wealth.
What personal accomplishment are you most proud of?
Being a good husband, father and friend.