Being apart of Crestone means that you interact with a remarkable ecosystem of fun and driven colleagues, incredibly smart and high performing clients, supportive friends of the firm, and exceptionally talented investment managers.
Partner, Director of Client Advisory Services
Jeremy Shevlin, CFA, CFP
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.