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Trevor Emery

Managing Director

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 has over 28 years working with high-net-worth, high-profile clientele. From 1996 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.  He has spent over 15 years in the practical study of Behavioral Finance and the Applied Science of helping people through the challenges all investors face.

Trevor received his BS in Finance and Real Estate from Colorado State University in 1994. In 2009 he completed the CIMA® designation at the prestigious Wharton Business School of the University of Pennsylvania. He spends his time each day putting his knowledge and experience to use in serving the needs of his clients.

A Colorado native, Trevor looks for opportunities to give back to his community.  Currently serving as a Member of the Board of Swallow Hill Music.  He is a Past-President of the Colorado I Have A Dream Foundation’s Board of Directors. CIHAD helps Denver’s most at-risk youth achieve their dreams through mentoring, academic assistance, life-skills development, and scholarships. Trevor was recognized as one of the “Forty Under 40” in 2009 by the Denver Business Journal, designating him as an up-and-comer in Denver’s business and philanthropic arenas. He was a member of the Denver Active 20-30 Children’s Foundation(DA 20/30), a group of business leaders who raise funds for at-risk youth in Denver.

In his eight years of involvement with DA 20/30, he was named Rookie of the Year, Member of the Year, and was the #1 Fundraiser in 2007. In 2005, he chaired the Denver Polo Classic, the largest polo tournament of its kind in the Country, and proudly watches from afar as year, after year, as the Polo Classic remains a must attend on the Colorado event calendar. Trevor is an ultra-marathoner who loves the outdoors, a loyal Broncos and Nuggets fan, and lives in Five Points with his two sons Brigg and Jaxon.

Memberships, Affiliations and Rankings

Named Forty Under 40 

Denver Business Journal*, 2009

Director, Denver Active 20/30 Children’s Foundation

Denver Polo Classic Chairman, 2005

Colorado IHAD Board of Directors
Treasurer DA 20/30 Board of Directors

Leadership Denver, Class of 2010
Denver Chamber of Commerce

Education

BS in Finance, Economics,
Colorado State University, Fort Collins, CO

CIMA ® Designation
Wharton Business School