Jeremy Shevlin, CFA, CFP
Regional Managing Director, Mountain Region
With more than 20 years of experience delivering sophisticated investment advice and tailored wealth management services to families and individuals, Jeremy Shevlin serves as Cresset’s Regional Managing Director for the Mountain Region.
Jeremy partners with clients to navigate the complexities and opportunities associated with wealth, including: providing balance sheet advice, developing time-tested, multi-asset-class portfolios (in both liquid and illiquid private investments); concentrated position advice and pre-liquidity guidance, as well as philanthropic, tax and multi-generational wealth transfer planning.
Jeremy leads a multidisciplinary team of advisors with deep experience serving individuals and families with substantial wealth. Prior to Cresset, Jeremy served for 15 years as a principal at a multi-family office where he led the Client Advisory department and sat on the strategic and tactical investment committees. He started his career as a financial planner at an independent investment consulting firm in Melbourne, Australia.
Jeremy earned his Chartered Financial Analyst (CFA) credential and has also attained his Certified Financial Planner (CFP®) designation. He received his Bachelor of Commerce degree in accounting and finance from Deakin University in Australia, where he also earned a Graduate Diploma in Financial Planning. He is a Board Member for ACE Scholarships and First Descents, is a member of The CFA Society of Colorado, and is a BizWest “40 Under Forty Award” honoree for Boulder Valley.
Jeremy and his family love the outdoors. He, his wife Sandra, and their three kids can often be found skiing, mountain biking or at the lake water skiing and kiteboarding.