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.

WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
The team environment, which helps us achieve great results for clients.
WHAT MADE YOU DECIDE TO PURSUE A CAREER IN WEALTH MANAGEMENT?
My grandparents credit their Financial Advisor for helping them allocate their wealth, allowing them to travel the world with peace of mind.
WHAT ARE YOU PASSIONATE ABOUT PERSONALLY?
I enjoy researching new blockchain technology that has the potential to impact the world and our day-to-day activities.