Jeremy Shevlin

Co-Founder & Managing Partner - CFA | CFP

Specific areas of expertise: building sophisticated global, cycle tested, multi asset class portfolios, integrating hard-to-access private investments (funds and direct), liquidity event planning (saving taxes), philanthropic planning, concentrated / single stock management, family governance & education, personal balance sheet and lending/credit management.

Industry Experience: 23 years
Cresset Capital – Regional Managing Director
Crestone Capital – Partner, Director & Investment Committee Member
Member of Toro’s Investment Committee

Deakin University (Aust.), BS Accounting & Finance
First Descents & ACE Scholarships Boards
BizWest “40 under Forty Award” Boulder Valley
Chartered Financial Analysis CFA, ® Certified Financial Planner CFP ®
FINRA Series 7 & 63

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Jeremy Shevlin

Streamline Your Time.
Pursue What Matters Most.

Nationwide Clients
Denver | Boulder Based

Jeremy Shevlin

Streamline Your Time.Pursue What Matters Most.

Nationwide ClientsDenver | Boulder Based

Streamline Your Time.
Pursue What Matters Most.

Nationwide Clients
Denver | Boulder Based