Trevor Emery, CIMA®

Managing Director

Education

BS in Finance, Economics, Colorado State University, Fort Collins, Colorado
Certified Investment Management Analyst (CIMA®) Masters Designation Wharton Business School

Industry Affiliations

 

Current Board Member, Swallow Hill Music Board of Directors
Investments & Wealth Institute@
Past Director, Denver Active 20/30 Children’s Foundation
Denver Polo Classic Chairman, 2005
Colorado IHAD Board of Directors -Treasurer 2010-2012
President President of the Board, Colorado IHAD – 2013
Past President President of the Board, Colorado IHAD – 2014
Colorado IHAD Executive Committee, 2010-2015
Leadership Denver, Class of 2010 – Denver Chamber of Commerce

Awards

Named Forty Under 40 by the Denver Business Journal*, 2009

Member of the Year, Denver Active 20/30, 2005

Fundraiser of the Year, Denver Active 20/30, 2006 and 2007

 

Short biography

Trevor Emery has been creating, implementing, and managing financial strategies for his clients since 1995. His dream of creating his own firm was realized in 2007 when he formed an independent financial advisory practice with his partner, Micah J. Lang. Their vision was to apply the expertise gained from a combined 30+ years in the corporate broker-dealer environment to a fee-based advisory practice, which allowed them the time and flexibility to respond to each client’s unique situation.

Trevor began his career with Prudential Securities, working with high-net-worth, high-profile clientele. From 1998 to 2000, he had a unique opportunity to manage the day-to-day finances of professional athletes and the complexities faced by those who live in the public eye. In 2000, he joined Smith Barney, where he developed his expertise in the areas of Investment Policy Creation, Asset Allocation, Manager Search/Selection and Performance Review.

Fun Facts

A Colorado native, Trevor looks for opportunities to give back to his community. Trevor is an ultra-marathoner, having completed over 50 trail and road marathons or longer races, including the Leadville 100 where he gained the honor of earning the “big buckle”. He loves the outdoors and is a loyal Broncos and Rockies fan. He lives in Denver with his two sons Brigg, 15 and Jaxon, 12 with their two French Bulldogs, Gus and Larry in the Five Points Historic San Rafael District.

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