Trevor Schimschock, CFA®
Director, Investment Research
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.