
Trevor Schimschock, CFA®
Director, Investment Research
Director, Investment Research
As a Director of Investment Research, Trevor is responsible for developing, implementing, and maintaining the firm’s investment communications strategy and support the Investment Research team to identify opportunities that drive client engagement.
Prior to joining Crestone, Trevor worked for Great-West Investments as a Senior Investment Analyst. 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. Trevor also 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.