Analyst, Investment Research
As an Analyst of Investment Research, Trevor assists with an array of investment research services for Crestone Clients, ranging from broad macroeconomic research to fund-level valuation analysis.
Prior to this role, Trevor worked at Edward Jones as an Administrator, delivering exceptional client service while also preparing meeting decks and notes for a Financial Advisor.
Trevor received his Bachelor of Science in Finance and Economics from Grand Canyon University in Phoenix, AZ. While at GCU, Trevor played on the Collegiate Spikeball Team and was a part of the Finance and Economics club.