As a director of investment research, Trevor is responsible for developing, implementing, and maintaining the firm’s investment communications strategy and supports the investment research team to identify opportunities that drive client engagement.  

Prior to joining Crestone, Trevor was a senior investment analyst at Great-West Investments. In this role, he was responsible for manager research and asset allocation for the firm’s target-date, target-risk, and asset class specific funds. Before his role with Great-West Investments, Trevor served in a variety of roles at Janus Henderson Investors, most recently within institutional consultant relations.

Trevor received his Bachelor of Science in Business Administration from the University of Denver. He is also a CFA® charterholder.

Apart from Crestone, Trever is a member both of CFA® Institute and CFA® Society Colorado.

WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
The people are the greatest part of this organization – intellectually curious, collaborative, and working hand in hand to solve complex problems to achieve extraordinary results.
WHAT QUALITY OF YOURS MAKES YOU BEST SUITED TO WHAT YOU DO?
As a curious person who is always interested to learn more about the world, one of the greatest aspects of this industry is the continued opportunity to learn and acquire knowledge.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
I enjoy skiing, cycling, cooking, grilling, traveling, scuba diving, and playing tennis with my wife.